Patton Miles, LLC is a pension cosultant based in Indianapolis. It manages $1.25 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdiction of Indiana.
Patton Miles provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Patton Miles, LLC is $1.25 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Patton Miles, LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Patton Miles, LLC performs its advisory services is located at 2910 Market Tower, Indianapolis, IN 46204, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 317-464-2630 or by fax 317-630-3230. The normal business hours are 8:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.pattonmiles.com.