605 Chestnut Street
Suite 1010
Chattanooga, Tennessee 37450
Tel: 423-414-2100
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 $1,040,237,031 assets under management, offering retirement planning & investment advisory services to 1485 clients. The firm is staffed with 21 experienced financial planners.
SEC Current Status | Approved |
Firm CRD# | 281558 |
SEC# | 801-106877 |
Assets Managed by Firm | $1,040,237,031 |
No. of Clients | 1485 |
No. of Advisors | 21 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 1485 | $1,040,237,031 |
Individuals (other than high net worth individuals) | 218 | $53,607,527 |
High net worth individuals | 358 | $955,467,960 |
Charitable organizations | 5 | $8,207,658 |
Corporations or other businesses | 5 | $22,953,886 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$582,388,000,000 | 58634 | 4134 | |
$18,829,944,477 | 44 | 39 | |
$11,300,952,063 | 9360 | 224 | |
$10,041,415,942 | 9 | 46 | |
$9,208,094,171 | 220 | 41 |
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