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Patrick,Jobie,Allen (Brighton)


Patrick,Jobie,Allen is a large advisory firm based in Brighton. It manages $43.92 million of regulatory assets for 360 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdiction of Michigan.

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Patrick,Jobie,Allen provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 250 clients. On top of advisory services, the firm doesn't engage in other business activities.

Patrick,Jobie,Allen: assets under management

The assets under management (AUM) of Patrick,Jobie,Allen is $43.92 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $43.92 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $121.99 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Patrick,Jobie,Allen for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Brighton

The principal office where Patrick,Jobie,Allen performs its advisory services is located at Millpond Parke Office Building, Brighton, MI 48116, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 810-225-9876 or by fax 810-225-3350. The normal business hours are 9am-5pm on Monday - Friday. You can find more information about the New York firm at www.patrickfinancialgroup.com.


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