PATRIOT INVESTMENT MANAGEMENT INC.

HTTP://WWW.PATRIOTINVESTMENT.COM KNOXVILLE, TN Investment Advisor How do I update this listing?

Patriot Investment Management is based out of Knoxville. Patriot Investment Management is a large advisory firm with 1573 clients and discretionary assets under management (AUM) of $861,656,316 (Form ADV from 2019-02-06). Their last reported 13F filing for Q1 2019 included $679,935,000 in managed 13F securities and a top 10 holdings concentration of 46.09%. Patriot Investment Management's largest holding is Vanguard Total Stock Market ETF with shares held of 623,882. Whalewisdom has at least 1 13F filings

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03/31/2019

Top Sells

  • Name% Change

03/31/2019

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-05-15

Performance for Q1 2019: 3.05%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

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13F Filings Available:
  • 2019-03-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

PATRIOT INVESTMENT MANAGEMENT GROUP INC
9721 COGDILL ROAD SUITE 101
KNOXVILLE TN    37932
Country: United States

Business Phone: 865-777-2479
Fax: 865-675-0636
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Corporation
Organized in: TN
Number of employees: 22
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees,REFERRAL FEES (ACTING AS A SOLICITOR TO OTHER INVESTMENT ADVISER
Amount of client funds and securities:
Total Number of Clients: 1573
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

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