Patton Albertson & Miller Revenue
Financial Services • 
Chattanooga, Tennessee, United States • 21-50 Employees
Patton Albertson & Miller revenue & valuation
| Annual revenue | $12,800,000 |
| Revenue per employee | $557,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $41,000,000 |
| Total funding | No funding |
Key Contacts at Patton Albertson & Miller
Lisa Patton
Chief Compliance Officer And Director Of Human Resources
Marc Albertson
Principal And Director Of Client Services
Clay Parker
Director & Senior Wealth Advisor
Company overview
| Headquarters | 605 Chestnut Street, Suite 1010, Chattanooga, TN 37450, US |
| Phone number | +18666065554 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Risk Management, Tax Planning, Cash Flow Management, Investment Management, Estate Plannning |
| Founded | 2003 |
| Employees | 21-50 |
| Socials |
Patton Albertson & Miller Email Formats
Patton Albertson & Miller uses 3 email formats. The most common is {first initial} (e.g., j@pattonalbertsonmiller.com), used 60% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@pattonalbertsonmiller.com | 60% |
{first initial}.{last name} | j.doe@pattonalbertsonmiller.com | 20% |
{first name}.{last name} | john.doe@pattonalbertsonmiller.com | 20% |
About Patton Albertson & Miller
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.
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
Patton Albertson & Miller has 7 employees across 2 departments.
Departments
Number of employees
Funding Data
Patton Albertson & Miller has never raised funding before.
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