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PATTEN AND PATTEN, INC.
CRD 105414 · SEC 801-11499
555 WALNUT STREET, SUITE 280, CHATTANOOGA, TN, 37402, United States
Phone
423.756.3480
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$2.21B
Discretionary AUM
$2.19B
Team
13 total employees; 3 advisory reps
Clients
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Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-03-16
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 245 | $96.7M |
| High net worth individuals | 596 | $1.90B |
| Pension/profit sharing plans | 7 | $15.8M |
| Charitable organizations | 24 | $127.0M |
| State/municipal entities | 1 | $29.4M |
| Corporations/business entities | 6 | $39.2M |
States served
VT, AL, AR, CA, CO, DE, DC, GA, ID, IL, IN, KS, KY, ME, MD, MA, MI, MN, MS, NJ, NM, NY, NC, OH, OK, OR, SC, TN, UT, VA, WV, WI, MO, WA, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD