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Recent Mergers Patton Albertson & Miller has recently merged with Anthony Smith Advisors, expanding their reach and service offerings. This presents an opportunity to leverage the combined expertise and client base for increased sales potential.

Strategic Expansion With offices in Georgia and Tennessee, Patton Albertson & Miller serves clients across the United States. This geographic presence allows for targeting high net worth clients in diverse regions, tapping into different markets for sales growth.

Technology Integration Utilizing a tech stack that includes Squarespace, jQuery, and Google Maps, the company demonstrates a commitment to innovation. Leveraging technology in client interactions and service delivery can enhance sales effectiveness and client engagement.

Client Focus Providing comprehensive wealth management services to high net worth clients, Patton Albertson & Miller specializes in Investment Management, Estate Planning, Tax Planning, and more. This expertise allows for tailored sales pitches to cater to specific client needs.

Competitive Positioning In a landscape with similar companies like Gemini Fund Services and Mariner Holdings, Patton Albertson & Miller's unique offerings, recent acquisitions, and focus on client-centric services can be leveraged as selling points to differentiate and attract new clients.

Similar companies to Patton Albertson & Miller

Patton Albertson & Miller Tech Stack

Patton Albertson & Miller uses 8 technology products and services including Squarespace, Google Font API, Prototype, and more. Explore Patton Albertson & Miller's tech stack below.

  • Squarespace
    Content Management System
  • Google Font API
    Font Scripts
  • Prototype
    Javascript Frameworks
  • jQuery
    Javascript Libraries
  • Slick
    Javascript Libraries
  • Modernizr
    Javascript Libraries
  • Google Maps
    Maps
  • UIKit
    UI Frameworks

Patton Albertson & Miller's Email Address Formats

Patton Albertson & Miller uses at least 2 format(s):
Patton Albertson & Miller Email FormatsExamplePercentage
First@pamwealth.comJohn@pamwealth.com
64%
First.Last@pamwealth.comJohn.Doe@pamwealth.com
36%
First.Last@pattonalbertsonmiller.comJohn.Doe@pattonalbertsonmiller.com
56%
First@pattonalbertsonmiller.comJohn@pattonalbertsonmiller.com
25%
FLast@pattonalbertsonmiller.comJDoe@pattonalbertsonmiller.com
15%
F.Last@pattonalbertsonmiller.comJ.Doe@pattonalbertsonmiller.com
4%

Frequently Asked Questions

Where is Patton Albertson & Miller's headquarters located?

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Patton Albertson & Miller's main headquarters is located at 605 Chestnut Street, Suite 1010 Chattanooga, TN 37450 US. The company has employees across 1 continents, including North America.

What is Patton Albertson & Miller's phone number?

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You can contact Patton Albertson & Miller's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Patton Albertson & Miller's official website and social media links?

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Patton Albertson & Miller's official website is pattonalbertsonmiller.com and has social profiles on LinkedIn.

What is Patton Albertson & Miller's NAICS code?

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Patton Albertson & Miller's NAICS code is 52 - Finance and Insurance.

How many employees does Patton Albertson & Miller have currently?

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As of November 2021, Patton Albertson & Miller has approximately 24 employees across 1 continents, including North America. Key team members include Chief Investment Officer: B. M.Chief Compliance Officer And Director Of Human Resources: L. P.Partner: D. M.. Explore Patton Albertson & Miller's employee directory with LeadIQ.

What industry does Patton Albertson & Miller belong to?

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Patton Albertson & Miller operates in the Financial Services industry.

What technology does Patton Albertson & Miller use?

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Patton Albertson & Miller's tech stack includes SquarespaceGoogle Font APIPrototypejQuerySlickModernizrGoogle MapsUIKit.

What is Patton Albertson & Miller's email format?

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Patton Albertson & Miller's email format typically follows the pattern of . Find more Patton Albertson & Miller email formats with LeadIQ.

When was Patton Albertson & Miller founded?

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Patton Albertson & Miller was founded in 2003.
Patton Albertson & Miller

Patton Albertson & Miller

Financial ServicesTennessee, United States11-50 Employees

Patton Albertson & Miller is a fee-only registered investment advisor providing comprehensive wealth management services to high net worth clients throughout the United States.  Whether you simply need investment guidance or want a financial quarterback who can steer a team of financial and legal advisors toward a common goal, we're here to help protect your wealth from investment risk, unnecessary taxation, inexperienced heirs and other threats that may undermine your financial security or legacy.  

We provide service to our clients in five primary areas of focus: Investment Management, Estate Planning, Tax Planning, Cash Flow Management and Risk Management.  We also provide trust and fiduciary services through our sister company, Provident Trust Company, a representative office of National Advisors Trust Company.  We work primarily with individuals and families that have $1 million or more to invest.

With offices in Georgia and Tennessee, Patton Albertson & Miller serves clients throughout the United States.  From Florida to New York and Virginia to California; no matter where you live, we're available to serve your wealth management needs.

Section iconCompany Overview

Headquarters
605 Chestnut Street, Suite 1010 Chattanooga, TN 37450 US
Phone number
NAICS Code
52 - Finance and Insurance
Founded
2003
Employees
11-50

Section iconFunding & Financials

Section iconFunding & Financials

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