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| Patton Albertson Miller Group LLC
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|
|---|---|
| CRD # | 281558 |
| SEC # | 801-106877 |
| CIK # | 0001511037 |
| AUM | $1.3 BB (2024-07-11) |
| Employees | 24 (71% Investors, 0% Brokers) |
| Phone | 423-414-2100 |
| Address | 605 Chestnut Street Chattanooga, TN 37450 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| NVDA | 399,550.0 | 40.1 | |
| AAPL | 2,382,844.0 | 26.6 | |
| CVLG | 386.7 | 14.2 | |
| KLAC | 49,261.0 | 12.7 | |
| MSFT | 1,918,222.4 | 12.4 | |
| META | 434,852.0 | 11.7 | |
| GOOGL | 1,475,138.5 | 10.7 | |
| MCK | 46,168.4 | 10.7 | |
| URI | 17,758.9 | 10.4 | |
| JPM | 340,169.2 | 10.3 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 215 | 69.8 |
| (b) Individuals (high net worth individuals) | 369 | 1,108.6 |
| (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 | 9.4 |
| (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 | 143.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,545 | 1,330.8 |
| By Discretionary | ||
| Discretionary | 1,545 | 1,330.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,545 | 1,330.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,330.8 | |
| Total | 1,545 | 1,330.8 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001511037] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Vectorglobal IAG Inc
✚
|
FL | 1.4 |
|
Adviceone Advisory Services LLC
✚
|
CT | 1.4 |
|
Kimelman & Baird LLC
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|
NY | 1.4 |
|
Sheaff Brock Investment Advisors LLC
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|
IN | 1.4 |
|
Capwealth Advisors LLC
✚
|
TN | 1.4 |
|
Rodgers & Associates Ltd
✚
|
PA | 1.3 |
|
Adell Harriman & Carpenter Inc
✚
|
TX | 1.3 |
|
Dorchester Wealth Management Company
✚
|
1.3 | |
|
Bloom Advisors
✚
|
MI | 1.3 |
|
Blackhill Capital Inc
✚
|
NJ | 1.3 |