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PATTON ALBERTSON MILLER GROUP, LLC
CRD 281558 · SEC 801-106877
605 CHESTNUT STREET, SUITE 900, CHATTANOOGA, TN, 37450, United States
Phone
423-414-2100
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.68B
Discretionary AUM
$1.68B
Team
23 total employees; 16 advisory reps; 7 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)CONSULTING AND SUB ADVISORY SERVICES, CASH MANAGEMENT SOLUTIONS
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 242 | $110.7M |
| High net worth individuals | 369 | $1.45B |
| Pension/profit sharing plans | 2 | $4.9M |
| Charitable organizations | 7 | $13.7M |
| Corporations/business entities | 7 | $101.3M |
States served
AL, CA, GA, IL, LA, MA, NY, NC, SC, TN, VA, TX, FL
All web addresses on file
- HTTPS://FOCUSFINANCIALPARTNERS.COM
- HTTPS://TWITTER.COM/PAM_WEALTH
- https://twitter.com/focusfinancial
- HTTPS://WWW.PATTONALBERTSONMILLER.COM/
- HTTPS://PAMWEALTH.COM
- HTTPS://WWW.FACEBOOK.COM/PATTONALBERTSONMILLER/
- https://www.linkedin.com/company/patton-albertson-&-miller-llc/
- https://www.linkedin.com/company/focus-financial-partners
Official SEC filing: View on IAPD