Overview
Assets Under Management: $1.7 billion
Headquarters: KNOXVILLE, TN
High-Net-Worth Clients: 293
Average Client Assets: $4 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 293
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 61.13
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 4,182
Discretionary Accounts: 4,131
Non-Discretionary Accounts: 51
Regulatory Filings
CRD Number: 112155
Filing ID: 2001183
Last Filing Date: 2025-07-01 13:47:00
Website: https://patriotinvestment.com