Patriot Financial Group Insurance
advisor18 known aliases resolved via the canonical alias map
Market position · 2024
Plans served12-3 YoYRank #1413 of mapped providers
Assets under administration$292M0.0%Market share · rank #5228
Fees received$514,715Median $24,978/planSum across Schedule C direct + indirect
Net wins YoY-33 won · 6 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical Patriot Financial Group Insurance plan look like?
Service mix · median fees per plan
Count of plans where Patriot Financial Group Insurance ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment advisory (plan)Code 27 | 5 | $23,444 | |
Trustee (bank, trust company, or similar financial institution); Recordkeeping fees; Other fees; Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan; Other servicesCode 15 | 4 | $24,978 | |
Other feesCode 99 | 2 | $99,664 | |
Consulting (general)Code 16 | 1 | $61,850 |
Competitor overlap
Percent of Patriot Financial Group Insurance's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under Patriot Financial Group Insurance.
| Sponsor | From | Assets |
|---|---|---|
DYMAX CORPORATIONCT · 060917028-001 | Patriot Financial Group | $27M |
OPENGATE INC.NY · 132634269-002 | Securities America Advisors, Inc. | $11M |
D2G GROUP, LLCMA · 843510758-001 | Iron Co Fid Index Comprehensive | $8M |
Plans lost in 2024
Appeared last year under Patriot Financial Group Insurance; not this year.
| Sponsor | To | Assets |
|---|---|---|
MARCH, INC. OF MANCHESTERCT · 061016068-001 | (new plan) | $2M |
INTERGULF CORPORATIONTX · 760275809-001 | (new plan) | $13,087 |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
CORNERSTONE BIOPHARMA, INC.NC · 201008797-001 | $85M | 556 | $193,631 | 9y | - |
VECTOR RESOURCES, INC.CA · 954154511-001 | $39M | 396 | $44,802 | 2y | - |
PURPLE COMMUNICATIONS, INC.TX · 223693371-001 | $34M | 1,516 | $43,419 | 2y | 1 |
DYMAX CORPORATIONCT · 060917028-001 | $27M | 357 | $36,633 | 1y | 1 |
AMARIN PHARMA INC.NJ · 261285275-001 | $24M | 346 | $61,850 | 10y | - |
CSDVRS, LLCTX · 205985901-002 | $18M | 379 | $22,539 | 2y | - |
THE PRESERVATION SOCIETY OF NEWPORT COUNTYRI · 050252708-002 | $15M | 456 | $23,444 | 2y | - |
IRONCLAD ENVIRONMENTAL SOLUTIONSTX · 870795847-001 | $13M | 651 | $25,378 | 2y | - |
OPENGATE INC.NY · 132634269-002 | $11M | 243 | $24,577 | 2y | 1 |
ALTEK ELECTRONICS, INC.CT · 200519095-001 | $10M | 207 | $19,298 | 3y | 1 |
Flag exposure
91.7%Market: 89.1%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (18)
Raw Schedule C names collapsed into Patriot Financial Group Insurance.
- GENESIS EMERGING MARKET
- GENESIS EMERGING MARKETS FUND
- GENESIS GROUP
- GENESIS GROUP TRUST
- GENESIS HR SOLUTIONS, INC.
- GENEVA ADVISORS
- GENEVA ADVISORS LLC
- GENEVA ADVISORS, LLC
- PATRIOT BENEFIT SOLUTIONS INSURANCE
- PATRIOT FINANCIAL GROUP INSURANCE
- THE PATRIOT FINANCIAL GROUP INS
- THE PATRIOT FINANCIAL GROUP INS AGE
- THE PATRIOT FINANCIAL GROUP INS. AG
- THE PATRIOT FINANCIAL GROUP INSURAN
- THE PATRIOT FINANCIAL GRP INS AGENC
- THE PATRIOT FINANCIAL GRP INS AGENY
- THE PATRIOT FNCL GRP INSUR. AGENCY
- THE PATRIOT FNCL GRP INSUR. AGENCY,
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /plans size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for Patriot Financial Group Insurance's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 0 | 0.00% | 7.76% | -7.76 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 3 | 25.00% | 1.71% | +23.29 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 2 | 16.67% | 1.76% | +14.91 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with Patriot Financial Group Insurance. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent
Frequent partners by role
Who else shows up on Patriot Financial Group Insurance's plans most often. Switch tabs by counterparty role - high-overlap names are either referral channels (advisors, auditors) or competitive blocks (other recordkeepers).
| Partner | Shared plans | % of book |
|---|---|---|
| Caron & Bletzer, PLLC | 1 | 8.3% |