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Patriot Fund Class A Shares (0P0000UIN2)

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Patriot Fund Class A Shares historical data, for real-time data please try another search

5.630 0.000 0.00%

19/11 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Issuer: Patriot

Asset Class: Equity

Morningstar Rating:
Total Assets: 695.43K

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0P0000UIN2 Overview

On this page you'll find an in-depth profile of Patriot Fund Class A Shares. Learn about the key management, total assets, investment strategy and contact information of 0P0000UIN2 among other information.

Contact Information

Address 17605 Wright Street, Suite 2
Omaha,NE 68130
United States

Phone -

Web www.patriotfund.com

Top Executives

Name	Title	Since	Until
James H. Lee	Portfolio Manager	2014	Now
Biography	James H. Lee has served as the President of Ascendant Advisors Group, LLC since 2009 and serves on the Investment Committee since its inception. He is a Member, Investment Committee Member, Founder and Former President of Momentum Securities, LLC (1999-2003); and was E&Y Entrepreneur of the Year 2001. Former Chairman of the Board of Trustees, Teachers Retirement System of Texas from 2006 to 2009 and Former Trustee, Texas Growth Fund (2008-2009) and worked in The First Boston Corporation M&A Group in the early 1990s. Mr. Lee attended the University of Texas at Austin (MBA), University of Texas at Austin (BBA, Finance), and London Business School (Executive Hedge Fund Program).
Todd Smurl	President	2012	2014
Biography	Mr. Smurl has served as President of Ascendant Advisors, LLC and a member of its Investment Committee since December, 2010. Previously, Mr. Smurl founded Consilium Wealth Consulting, a professional services firm targeting the wealth management industry, where he served from January, 2007 to December, 2010. Prior to Consilium, Mr. Smurl was an Executive Vice President and Managing Director of Compass Bank Wealth Management Division, overseeing approximately $4 Billion of assets under management. Prior to joining Compass, Mr. Smurl was a Senior Vice President with the Private Bank at Bank of America, holding several positions including Director of Alternative Investments, Regional Investment Strategist and Portfolio Manager. Mr. Smurl holds degrees from University of Arkansas at Little Rock (MBA) and the University of Central Arkansas (BBA). Mr. Smurl also holds the Chartered Financial Analyst (CFA) designation.

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Patriot Fund Clas.	5.630	0.000	0.00%