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Building 2PATRIOT INVESTMENT MANAGEMENT GROUP INC

Map pinKNOXVILLE, TN
Phone865-777-2479
NotebookSEC #801-55500
Total AUM
$1.9B
Employees
25
Clients
1,559

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
9721 COGDILL ROAD
SUITE 101
KNOXVILLE
TN 37932
United States
Operating Hours
8:30 A.M. - 5:00 P.M.
Monday - Friday
Phone
865-777-2479
Other Offices
3

ReceiptFinancials

Total AUM
$1.9B
Accounts
4,197
Discretionary
$1.9B
Accounts
4,142
Non-Discretionary
$7.1M
Accounts
55

ContactClients

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Individual Clients
1,190
AUM
$327.3M
HNW Individual Clients
328
AUM
$1.3B
Pension/Profit Sharing Plan Clients
4
AUM
$4.6M
Charitable Organization Clients
15
AUM
$273.4M
Corporation or Business Clients
22
AUM
$30.3M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
REFERRAL FEES (SOLICITOR FOR OTHER INVESTMENT ADVISER)

Shield checkCompliance

Disclosures

None reported

State Registrations
ALCACOFLGAILKYLAMAMDMIMNNCNENHNJNYOHPASCTNTXVAWI

HandshakeAffiliates

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

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