Investment adviser · CRD 126145

PATTON ALBERTSON & MILLER LLC

Investment adviser filing (IA)

MACON, GA, United States · Form ADV filed Jun 2, 2015

Regulatory AUM
$526M
Form ADV · Item 5.F
Client accounts
845
Accounts, not individual clients
Employees
16
Reported in this filing
Advisory professionals
9
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Jun 2, 2015. View historical filings

Reported services

Financial planning · Individual portfolio management

Compensation

Percentage of assets · Hourly · Fixed

Principal office

231 RIVERSIDE DRIVE, SUITE 105
MACON, GA, 31201, United States

CRD 126145

Filing source

Form ADV 926656 · Jun 2, 2015 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.