Patton Albertson & Miller is a fee-only registered investment advisor providing comprehensive wealth management services to high net worth clients throughout the United States. Whether you simply need investment guidance or want a financial quarterback who can steer a team of financial and legal advisors toward a common goal, we're here to help protect your wealth from investment risk, unnecessary taxation, inexperienced heirs and other threats that may undermine your financial security or legacy. We provide service to our clients in five primary areas of focus: Investment Management, Estate Planning, Tax Planning, Cash Flow Management and Risk Management. We also provide trust and fiduciary services through our sister company, Provident Trust Company, a representative office of National Advisors Trust Company. We work primarily with individuals and families that have $1 million or more to invest. With offices in Georgia and Tennessee, Patton Albertson & Miller serves clients throughout the United States. From Florida to New York and Virginia to California; no matter where you live, we're available to serve your wealth management needs.
View Top Employees from Patton Albertson & MillerWebsite | http://www.pattonalbertsonmiller.com |
Revenue | $3 million |
Employees | 38 (38 on RocketReach) |
Founded | 2003 |
Address | 605 Chestnut Street Suite 1010, Chattanooga, Tennessee 37450, US |
Phone | (423) 414-2100 |
Fax | (423) 414-2009 |
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Industry | Finance, Financial Services, Investment Management, Estate Plannning, Cash Flow Management, Risk Management, Tax Planning |
Web Rank | 25 Million |
Keywords | Risk Management Techniques Patton, Einstein Weird |
SIC | SIC Code 628 Companies, SIC Code 62 Companies |
NAICS | NAICS Code 52393 Companies, NAICS Code 52 Companies, NAICS Code 523 Companies, NAICS Code 5239 Companies |
Looking for a particular Patton Albertson & Miller employee's phone or email?
The Patton Albertson & Miller annual revenue was $3 million in 2024.
David Maloy is the Partner of Patton Albertson & Miller.
38 people are employed at Patton Albertson & Miller.
Patton Albertson & Miller is based in Chattanooga, Tennessee.
The NAICS codes for Patton Albertson & Miller are [52393, 52, 523, 5239].
The SIC codes for Patton Albertson & Miller are [628, 62].