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THE PATTEN GROUP, INC.
CRD 168255 · SEC 801-78354
832 GEORGIA AVENUE, SUITE 360, CHATTANOOGA, TN, 37402, United States
Phone
423-531-0360
Fax
423-805-3920
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$725.1M
Discretionary AUM
$722.5M
Team
11 total employees; 7 advisory reps; 22 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-13
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 282 | $103.8M |
| High net worth individuals | 165 | $582.8M |
| Pension/profit sharing plans | 2 | $13.1M |
| Charitable organizations | 7 | $17.7M |
| Corporations/business entities | 3 | $7.8M |
States served
CA, CO, DC, GA, LA, MA, NY, NC, PA, TN, VA, WA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD