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| Patton Albertson Miller Group LLC
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|
|---|---|
| CRD # | 281558 |
| SEC # | 801-106877 |
| CIK # | 0001511037 |
| AUM | $1.0 BB (2023-03-29) |
| Employees | 23 (57% Investors, 0% Brokers) |
| Phone | 423-414-2100 |
| Address | 605 Chestnut Street Chattanooga, TN 37450 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 20.0 | |
| CVLG | 386.7 | 10.0 | |
| NVDA | 399,550.0 | 9.9 | |
| KO | 269,985.6 | 8.8 | |
| DHR | 183,136.1 | 8.5 | |
| CSCO | 178,309.9 | 6.8 | |
| CVS | 122,214.0 | 6.7 | |
| CVX | 294,604.1 | 6.4 | |
| TMO | 209,733.6 | 6.4 | |
| MSFT | 1,918,222.4 | 6.3 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 218 | 53.6 |
| (b) Individuals (high net worth individuals) | 358 | 955.5 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 5 | 8.2 |
| (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 | 5 | 23.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,485 | 1,040.2 |
| By Discretionary | ||
| Discretionary | 1,485 | 1,040.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,485 | 1,040.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,040.2 | |
| Total | 1,485 | 1,040.2 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001511037] |
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