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⚲
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| Patriot Investment Management Group Inc
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|
|---|---|
| CRD # | 112155 |
| SEC # | 801-55500 |
| CIK # | 0001773830, 0001799128, 0001687005 |
| AUM | $1.7 B (2025-07-01) |
| Employees | 24 (67% Investors, 0% Brokers) |
| Phone | 865-777-2479 |
| Address | 9721 Cogdill Road Knoxville, TN 37932 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 7.6 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,226 | 328.9 |
| (b) Individuals (high net worth individuals) | 293 | 1,031.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 24 | 59.2 |
| (h) Charitable organizations | 16 | 241.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 24 | 26.5 |
| (n) Other | 0 | 0.0 |
| Total | 4,182 | 1,686.9 |
| By Discretionary | ||
| Discretionary | 4,131 | 1,681.3 |
| Non-Discretionary | 51 | 5.6 |
| Total | 4,182 | 1,686.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.8 | |
| United States Persons | 1,686.1 | |
| Total | 4,182 | 1,686.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| D | [0001687005] | |
| 13F-HR | [0001773830] | |
| D | [0001799128] |
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