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Building 2PATTON ALBERTSON MILLER GROUP, LLC

Map pinCHATTANOOGA, TN
Phone423-414-2100
NotebookSEC #801-106877
Total AUM
$1.7B
Employees
23
Clients
627

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
605 CHESTNUT STREET
SUITE 900
CHATTANOOGA
TN 37450
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
423-414-2100
Other Offices
4

ReceiptFinancials

Total AUM
$1.7B
Accounts
1,630
Discretionary
$1.7B
Accounts
1,630
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
242
AUM
$110.7M
HNW Individual Clients
369
AUM
$1.4B
Pension/Profit Sharing Plan Clients
2
AUM
$4.9M
Charitable Organization Clients
7
AUM
$13.7M
Corporation or Business Clients
7
AUM
$101.3M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
CONSULTING AND SUB ADVISORY SERVICES, CASH MANAGEMENT SOLUTIONS
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALCAFLGAILLAMANCNYSCTNTXVA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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