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Building 2PATTEN AND PATTEN, INC.

Map pinCHATTANOOGA, TN
Phone423.756.3480
NotebookSEC #801-11499
Total AUM
$2.2B
Employees
13
Clients
879

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
555 WALNUT STREET
SUITE 280
CHATTANOOGA
TN 37402
United States
Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Phone
423.756.3480

ReceiptFinancials

Total AUM
$2.2B
Accounts
2,156
Discretionary
$2.2B
Accounts
2,154
Non-Discretionary
$20.4M
Accounts
2

ContactClients

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Individual Clients
245
AUM
$96.7M
HNW Individual Clients
596
AUM
$1.9B
Pension/Profit Sharing Plan Clients
7
AUM
$15.8M
Charitable Organization Clients
24
AUM
$127M
Government Entity Clients
1
AUM
$29.4M
Corporation or Business Clients
6
AUM
$39.2M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALARCACOCTDCDEFLGAIDILINKSKYMAMDMEMIMNMOMSNCNHNJNMNYOHOKORSCTNTXUTVAVTWAWIWV

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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