Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > tennessee > chattanooga > PATTON ALBERTSON MILLER GROUP, LLC
PATTON ALBERTSON MILLER GROUP, LLC
605 Chestnut Street
Suite 900
Chattanooga, Tennessee 37450
Tel: 423-414-2100
About PATTON ALBERTSON MILLER GROUP, LLC
PATTON ALBERTSON MILLER GROUP, LLC, formally registered with the SEC as PATTON ALBERTSON MILLER GROUP, LLC. The firm was established in 10/20/2015. They have over 3 offices throughout the country.
PATTON ALBERTSON MILLER GROUP, LLC is a Chattanooga, Tennessee based Financial Planning firm with nearly $1,330,802,460 assets under management, offering retirement planning & investment advisory services to 1545 clients. The firm is staffed with 24 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 281558 |
| SEC# | 801-106877 |
| Assets Managed by Firm | $1,330,802,460 |
| No. of Clients | 1545 |
| No. of Advisors | 24 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other (CONSULTING AND SUB ADVISORY SERVICES, CASH MANAGEMENT SOLUTIONS)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1545 | $1,330,802,460 |
| Individuals (other than high net worth individuals) | 215 | $69,818,799 |
| High net worth individuals | 369 | $1,108,551,910 |
| Charitable organizations | 5 | $9,416,973 |
| Corporations or other businesses | 5 | $143,014,778 |
More Retirement Planning firms in Chattanooga, Tennessee:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $651,482,000,000 | 62140 | 4565 | |
| $14,371,072,726 | 37 | 37 | |
| $13,961,190,744 | 9 | 48 | |
| $12,356,541,464 | 8945 | 236 | |
| $10,409,129,905 | 208 | 42 |
Explore More Retirement Advisors in Chattanooga, Tennessee