THE PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC

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THE PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC

UUID4b642e70-4d43-56d4-8c8f-076cf6cc3163

TypeASSET_MANAGER

Status—

Created2025-10-23 02:23:52

Updated2025-10-23 02:24:36

Available Loaders

SEC Form ADV (XLSX Metrics)

Loads advanced metrics from the monthly IAPD XLSX exports (RAUM breakdown, client mix, service flags) into the adv_metrics table.

Open
SEC Form ADV Part 1 (Bulk)

Loads Form ADV Part 1 bulk data from the local CSV snapshot. Includes headquarters info, aliases, control persons, and evidence links.

Open

Identifiers

Authority	Identifier	Display	As Of	Confidence
adv_crd	172470	172470	—	1.0
sec_file_number	801-80245	801-80245	—	—

Profile

Websitehttps://www.myhaydenwealth.com/

HQ CityWALPOLE

HQ StateMA

HQ CountryUnited States

AUM (USD)—

AUM As OfNone

Aliases:

THE PATRIOT FINANCIAL GROUP, LLC adv_part1

ADV Metrics

Assets & Accounts

RAUM (total)2,405,488,420.0
RAUM (discretionary)2,405,488,420.0
Actionable assets1,770,548,508.0
Accounts7,135.0

Institutional Clients

Government AUM0.0
Pension AUM953,436,211.0
Charitable AUM7,315,113.0
HNW AUM798,491,676.0

As of 2025-07-22 00:00:00 • Source ia09022025.xlsx

People

Name	Title	Role	Email	Evidence
Loranger, Jon, J	CHIEF COMPLIANCE OFFICER	OFFICER	—	{"filing_id": "2013995", "owner_id": "4875690", "source": "adv_part1", "table": "Schedule_A_B"}
ODONNELL, DAVID, MICHAEL	MANAGING MEMBER / PRESIDENT	OFFICER	—	{"filing_id": "2013995", "owner_id": "1423780", "source": "adv_part1", "table": "Schedule_A_B"}
TASHJIAN, MICHAEL, PAUL	CHIEF EXECUTIVE OFFICER	OFFICER	—	{"filing_id": "2013995", "owner_id": "2679784", "source": "adv_part1", "table": "Schedule_A_B"}

Name

Title

Role

Evidence

Loranger, Jon, J

CHIEF COMPLIANCE OFFICER

OFFICER

—

{"filing_id": "2013995", "owner_id": "4875690", "source": "adv_part1", "table": "Schedule_A_B"}

ODONNELL, DAVID, MICHAEL

MANAGING MEMBER / PRESIDENT

OFFICER

—

{"filing_id": "2013995", "owner_id": "1423780", "source": "adv_part1", "table": "Schedule_A_B"}

TASHJIAN, MICHAEL, PAUL

CHIEF EXECUTIVE OFFICER

OFFICER

—

{"filing_id": "2013995", "owner_id": "2679784", "source": "adv_part1", "table": "Schedule_A_B"}

Outbound Affiliations

Relation	Organization	Last Updated	Evidence
No outbound affiliations.

Inbound Affiliations

Relation	Organization	Last Updated	Evidence
No inbound affiliations.

Evidence

adv_part1

data/raw/sec_adv/raw_adv/ADV_Filing_Data_20250901_20250930/IA_ADV_Base_A_20250901_20250930.csv 2025-10-23 02:24:36 • csv
```
{
  "date_submitted": "09/05/2025 03:07:05 PM",
  "filing_id": "2013995",
  "reg_type": "IA"
}
```

THE PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC

Available Loaders

SEC Form ADV (XLSX Metrics)

SEC Form ADV Part 1 (Bulk)

Identifiers

Profile

ADV Metrics

Assets & Accounts

Institutional Clients

People

Outbound Affiliations

Inbound Affiliations

Evidence

adv_part1