← Tributary

PATRIOT ASSET MANAGEMENT, INC.

· CRD 166241 · IAPD ↗ · patriotasset.com · 518-775-6732

$38.7MRegulatory AUM
1Advisory reps
1Employees
0Clients
n/aPlanning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
April 2026 — PATRIOT ASSET MANAGEMENT, INC. (location n/a) left the SEC roster (was $38.7M RAUM, 1 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.