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⚲
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| Patriot Investment Management Group Inc
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| |
|---|---|
| CRD # | 112155 |
| SEC # | 801-55500 |
| CIK # | 0001799128, 0001687005, 0001773830 |
| AUM | $1.5 BB (2024-05-01) |
| Employees | 24 (75% Investors, 0% Brokers) |
| Phone | 865-777-2479 |
| Address | 9721 Cogdill Road Knoxville, TN 37932 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 8.4 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,348 | 326.6 |
| (b) Individuals (high net worth individuals) | 264 | 901.2 |
| (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 | 25 | 57.2 |
| (h) Charitable organizations | 15 | 217.0 |
| (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 | 22 | 27.4 |
| (n) Other | 0 | 0.0 |
| Total | 4,270 | 1,529.3 |
| By Discretionary | ||
| Discretionary | 4,222 | 1,523.8 |
| Non-Discretionary | 48 | 5.5 |
| Total | 4,270 | 1,529.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,529.3 | |
| Total | 4,270 | 1,529.3 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| D | [0001687005] | |
| 13F-HR | [0001773830] | |
| D | [0001799128] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Austin Asset Management Co
✚
|
TX | 1.5 |
|
Lee Danner & Bass Inc
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|
TN | 1.5 |
|
Heronbridge Investment Management LLP
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|
1.5 | |
|
XP Advisory US Inc
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|
FL | 1.5 |
|
Ausdal Financial Partners Inc
✚
|
IA | 1.5 |
|
The Harbor Group Inc
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|
NH | 1.5 |
|
Tradition Wealth Management LLC
✚
|
MN | 1.5 |
|
Clayton Financial Group LLC
✚
|
MO | 1.5 |
|
Leo Wealth LLC
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|
TX | 1.5 |
|
DT Investment Partners LLC
✚
|
PA | 1.5 |