The Patriot Financial Group Insurance Agency LLC
Legal Name: THE PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC
Full Contact Details
The Patriot Financial Group Insurance Agency LLC
182 TURNPIKE ROAD, SUITE 200, WESTBOROUGH, MA
(508) 251-6100
(508) 573-1076
Other Info
The Patriot Financial Group Insurance Agency LLC, also known as THE PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC, is a Limited Liability Company based in Massachusetts with 35 employees, all working in advisory roles. While the number of clients the company serves remains undisclosed, their approval status with the SEC and registration date of September 9th, 2014 are publicly available.
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Direct Owners
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CAITLYN ELIZABETH FRAMENT
CHIEF COMPLIANCE OFFICER owns less than 5%
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DAVID MICHAEL ODONNELL
MANAGING MEMBER / PRESIDENT owns more than 50% but less than 75%
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MICHAEL PAUL TASHJIAN
CHIEF EXECUTIVE OFFICER owns more than 50% but less than 75%
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News
- Patriot Financial Group Insurance Agency, LLC Q3 2023 vs. Q4 2023 13F Holdings Comparison
- Unveiling Portfolio Dynamics: A Glimpse into Key Fund Changes Through 2023
- Patriot Financial Group Insurance Agency, LLC Q1 2023 vs. Q2 2023 13F Holdings Comparison
- Analyzing Patriot Financial Group Insurance Agency, LLC's Q1 2023 13F Filing with the SEC: Top Holdings, Gainers, Losers, and Sector-wise Analysis.