9721 Cogdill Road
Suite 101
Knoxville, Tennessee 37932
Tel: 865-777-2479
PATRIOT INVESTMENT MANAGEMENT GROUP INC, formally registered with the SEC as PATRIOT INVESTMENT MANAGEMENT GROUP INC. The firm was established in 05/20/1998. They have over 4 offices throughout the country.
PATRIOT INVESTMENT MANAGEMENT GROUP INC is a Knoxville, Tennessee based Financial Planning firm with nearly $1,686,856,719 assets under management, offering retirement planning & investment advisory services to 4182 clients. The firm is staffed with 24 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 112155 |
SEC# | 801-55500 |
Assets Managed by Firm | $1,686,856,719 |
No. of Clients | 4182 |
No. of Advisors | 24 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 4182 | $1,686,856,719 |
Individuals (other than high net worth individuals) | 1226 | $328,929,218 |
High net worth individuals | 293 | $1,031,114,583 |
Pension and profit sharing plans | 24 | $59,171,402 |
Charitable organizations | 16 | $241,124,885 |
Corporations or other businesses | 24 | $26,516,631 |
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 |
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