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Patriot Investment Management

EST. AUM
$1,906,856,227

CONTACTS
17

CLIENT ACCOUNTS
4,197

Firm Details

Metro area Knoxville
CRD Number 112155
Website patriotinvestment.com
Client types

Overview

Patriot Investment Management Group was founded in 1993 by Brad Bower, its president and CEO. It provides professional wealth management and financial planning services to individuals, corporations, foundations, and institutions in Knoxville and the surrounding areas. As an SEC Registered Investment Advisory Firm, its depth of knowledge, dedication to excellence, and commitment to service uniquely position it to meet the complex needs of clients. The values that inspired its president to found Patriot—integrity, objectivity, and transparency—continue to impact its interactions with every client. Patriot is committed to serving clients and their financial future. Its fee-only financial advisors are dedicated to providing personalized financial planning without being motivated to oversell for commissions.

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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