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Building 2THE PATTEN GROUP, INC.

Map pinCHATTANOOGA, TN
Phone423-531-0360
NotebookSEC #801-78354
Total AUM
$725.1M
Employees
11
Clients
459

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
832 GEORGIA AVENUE
SUITE 360
CHATTANOOGA
TN 37402
United States
Operating Hours
8:30AM-5:30PM
Monday - Friday
Phone
423-531-0360

ReceiptFinancials

Total AUM
$725.1M
Accounts
1,398
Discretionary
$722.5M
Accounts
1,397
Non-Discretionary
$2.6M
Accounts
1

ContactClients

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Individual Clients
282
AUM
$103.8M
HNW Individual Clients
165
AUM
$582.8M
Pension/Profit Sharing Plan Clients
2
AUM
$13.1M
Charitable Organization Clients
7
AUM
$17.7M
Corporation or Business Clients
3
AUM
$7.8M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACODCFLGALAMANCNHNYPATNTXVAWA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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