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PATRIOT INVESTMENT MANAGEMENT GROUP INC
CRD 112155 · SEC 801-55500
9721 COGDILL ROAD, SUITE 101, KNOXVILLE, TN, 37932, United States
Phone
865-777-2479
Fax
865-675-0636
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.91B
Discretionary AUM
$1.90B
Team
25 total employees; 16 advisory reps; 2 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees; REFERRAL FEES (SOLICITOR FOR OTHER INVESTMENT ADVISER)
Org form
Corporation
Filing date
2026-03-05
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1190 | $327.3M |
| High net worth individuals | 328 | $1.27B |
| Pension/profit sharing plans | 4 | $4.6M |
| Charitable organizations | 15 | $273.4M |
| Corporations/business entities | 22 | $30.3M |
States served
AL, CA, CO, GA, IL, KY, LA, MD, MA, MI, MN, NE, NJ, NY, NC, OH, PA, SC, TN, VA, WI, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD