Patriot Mullare Associates is an adviser based in Hingham. It manages $35 million of regulatory assets for 90 client accounts. It has been registered with the SEC as an adviser since 2005.
Patriot Mullare Associates provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Patriot Mullare Associates is $35 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 advisory firm has a single stream of revenue. Clients pay Patriot Mullare Associates 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.
Paul Alan Mullare has been acting as President since 1 Jan 1986. David Richard Vanduyn joined the executive team most recently as the General Counsel/Chief Compliance Officer.
The principal office where Patriot Mullare Associates performs its advisory services is located at 188 Whiting Street, Hingham, MA 02043, 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 781-740-1000 or by fax 781-740-1062. The normal business hours are 9am-5pm on Monday - Friday.