RIA Intel›Advisers›Georgia›PATTON ALBERTSON & MILLER LLC

PATTON ALBERTSON & MILLER LLC

Advisory

N·MACON, GA

Data as of Jun 2, 2015 · Source: SEC Form ADV

Total AUM

$526M

1-Year AUM Growth

+1.8%

3-Year CAGR

+7.3%

Employees

9

Assets Under Management

Total AUM$526M

Discretionary AUM$517M

Non-Discretionary AUM$9M

Discretionary %98.3%

Total Clients—

Team

Total Employees9

Investment Advisers16

Employee Growth (1Y)—

Filing History

Total Filings on Record35

First FilingMar 28, 2003

Latest FilingJun 2, 2015

🔒 Full AUM trend chart and 35 historical filings spanning 12+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on PATTON ALBERTSON & MILLER LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.