Insights

Growing AUM Target Patriot Investment Management Group for premium advisory services and expanded asset management capabilities, leveraging their CNBC recognition and mid-sized firm profile to position flexible fee structures and expanded product offerings.

Regulatory Edge Leverage their status as a registered investment advisor and SEC registration to propose compliance, fiduciary, and governance enhancements, along with reporting tools, risk analytics, and client transparency solutions.

Diversified Exposure Recent ETF and equity stake activity suggests openness to diversified and thematic portfolios; present outsourced research, model portfolios, and access to institutional-grade funds to broaden product shelf.

Digital Engagement Their tech stack indicates an online presence with WordPress, Google Ads, YouTube, and JSON-LD; propose digital marketing collaboration, lead generation services, and optimized investor education content to scale client acquisition.

Growth Readiness Substantial revenue range and growth-oriented awards signal readiness for scalable infrastructure, including CRM, performance analytics, and advisor talent development solutions to support expanding client base.

Patriot Investment Management Group, Inc. Tech Stack

Patriot Investment Management Group, Inc. uses 8 technology products and services including Google Ads, WordPress Super Cache, RSS, and more. Explore Patriot Investment Management Group, Inc.'s tech stack below.

  • Google Ads
    Advertising
  • WordPress Super Cache
    Caching
  • RSS
    Content Management System
  • Network Solutions
    Domain Name Services
  • Font Awesome
    Font Scripts
  • CloudFlareJS
    Javascript Libraries
  • YouTube
    Video Players
  • Nginx
    Web Servers

Media & News

Patriot Investment Management Group, Inc.'s Email Address Formats

Patriot Investment Management Group, Inc. uses at least 1 format(s):
Patriot Investment Management Group, Inc. Email FormatsExamplePercentage
FLast@patriotinvestment.comJDoe@patriotinvestment.com
92%
Last@patriotinvestment.comDoe@patriotinvestment.com
8%

Frequently Asked Questions

What is Patriot Investment Management Group, Inc.'s phone number?

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You can contact Patriot Investment Management Group, Inc.'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 Patriot Investment Management Group, Inc.'s official website and social media links?

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Patriot Investment Management Group, Inc.'s official website is patriotinvestment.com and has social profiles on LinkedIn.

How much revenue does Patriot Investment Management Group, Inc. generate?

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As of July 2026, Patriot Investment Management Group, Inc.'s annual revenue is estimated to be $10M - $25M.

What is Patriot Investment Management Group, Inc.'s NAICS code?

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Patriot Investment Management Group, Inc.'s NAICS code is 52 - Finance and Insurance.

How many employees does Patriot Investment Management Group, Inc. have currently?

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As of July 2026, Patriot Investment Management Group, Inc. has approximately 20 employees across 2 continents, including North AmericaAsia. Key team members include Investment Manager: C. F.Office Manager: D. P.Investment Manager: N. W.. Explore Patriot Investment Management Group, Inc.'s employee directory with LeadIQ.

What industry does Patriot Investment Management Group, Inc. belong to?

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Patriot Investment Management Group, Inc. operates in the Financial Services industry.

What technology does Patriot Investment Management Group, Inc. use?

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Patriot Investment Management Group, Inc.'s tech stack includes Google AdsWordPress Super CacheRSSNetwork SolutionsFont AwesomeCloudFlareJSYouTubeNginx.

What is Patriot Investment Management Group, Inc.'s email format?

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Patriot Investment Management Group, Inc.'s email format typically follows the pattern of FLast@patriotinvestment.com. Find more Patriot Investment Management Group, Inc. email formats with LeadIQ.

When was Patriot Investment Management Group, Inc. founded?

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Patriot Investment Management Group, Inc. was founded in 1993.
Patriot Investment Management Group, Inc. logo

Patriot Investment Management Group, Inc.

Financial ServicesTennessee, United States11-50 Employees

Patriot Investment Management Group, Inc. is a financial services firm operating as a fee-only registered investment adviser, registered with the Securities and Exchange Commission. Based in Knoxville, Tennessee, the company serves clients through investment advisory services and manages assets on a fiduciary basis, providing guidance aligned with client objectives. With a relatively small to mid-sized team, the firm positions itself within the competitive landscape of U.S. investment advisory firms, distinct from larger traditional banks and brokerages. Recent activity includes making individual equity and ETF positions as part of its portfolio management approach, reflecting active asset allocation decisions across U.S. and global markets. The firm’s local presence and regulatory designation underscore its focus on professional custody of client portfolios and adherence to investment advisory standards.

Section iconCompany Overview

Phone number
NAICS Code
52 - Finance and Insurance
Founded
1993
Employees
11-50

Section iconFunding & Financials

  • $10M - $25M

    Patriot Investment Management Group, Inc.'s revenue is estimated to be in the range of $10M - $25M

Section iconFunding & Financials

  • $10M - $25M

    Patriot Investment Management Group, Inc.'s revenue is estimated to be in the range of $10M - $25M

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