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PATRIOT INVESTMENT MANAGEMENT GROUP INC

9721 Cogdill Road
Suite 101
Knoxville, Tennessee 37932
Tel: 865-777-2479

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About PATRIOT INVESTMENT MANAGEMENT GROUP INC

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.

Firm Information

SEC Current StatusApproved
Firm CRD#112155
SEC#801-55500
Assets Managed by Firm$1,686,856,719
No. of Clients4182
No. of Advisors24

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees
  • Other (REFERRAL FEES (SOLICITOR FOR OTHER INVESTMENT ADVISER))

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors

Firm Client Information

No. of ClientsAUM
Firm Total4182$1,686,856,719
Individuals (other than high net worth individuals)1226$328,929,218
High net worth individuals293$1,031,114,583
Pension and profit sharing plans24$59,171,402
Charitable organizations16$241,124,885
Corporations or other businesses24$26,516,631

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