Patton Albertson & Miller LLC is a large advisory firm based in Macon. It manages $525.67 million of regulatory assets for 845 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdictions of Florida, Georgia, Tennessee, Texas, and Virginia.
Patton Albertson & Miller provides financial planning services, portfolio management for individuals and small businesses, and consulting and sub advisory services. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Patton Albertson & Miller LLC is $525.67 million. The firm's AUM has grown by 1775% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Patton Albertson & Miller LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Patton Albertson & Miller LLC performs its advisory services is located at 231 Riverside Drive, Macon, GA 31201, which is also the mailing address of the firm. An additional office of the firm is in Atlanta, GA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 478-742-5554 or by fax 478-742-5542. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at pamwealth.com.