Patriot Investment Management Group, based in Knoxville, Tennessee, is ranked No. 66 on this year's CNBC Financial Advisor 100 list. The firm serves a wide variety of clients who have a breadth of planning needs across multiple generations.
Assets Under Management: $1.7 billion
Accounts Under Management: 4,136
Years in Business: 32
- Accepts clients in all 50 states
- Physical offices in Tennessee
- No minimum asset threshold
Leadership and Contact Information:
J. Taylor Wortham, president & partner
Alex Beale, partner
Brandon Alley, partner
Brad Bower, founding partner
patriotinvestment.com
9721 Cogdill Road, Suite 101, Knoxville, TN 37932
(865) 777-2479
