Overview
Assets Under Management: $1.7 billion
Headquarters: KNOXVILLE, TN
High-Net-Worth Clients: 293
Average Client Assets: $4 million
Frequently Asked Questions
PATRIOT INVESTMENT MANAGEMENT GROUP INC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #112155), PATRIOT INVESTMENT MANAGEMENT GROUP INC is subject to fiduciary duty under federal law.
PATRIOT INVESTMENT MANAGEMENT GROUP INC is headquartered in KNOXVILLE, TN.
PATRIOT INVESTMENT MANAGEMENT GROUP INC serves 293 high-net-worth clients according to their SEC filing dated July 01, 2025. View client details ↓
According to their SEC Form ADV, PATRIOT INVESTMENT MANAGEMENT GROUP INC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
PATRIOT INVESTMENT MANAGEMENT GROUP INC manages $1.7 billion in client assets according to their SEC filing dated July 01, 2025.
According to their SEC Form ADV, PATRIOT INVESTMENT MANAGEMENT GROUP INC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
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