National Retirement Planning Experts

National Coverage
Local Professionals

PATTEN AND PATTEN, INC.

555 Walnut Street
Suite 280
Chattanooga, Tennessee 37402
Tel: 423.756.3480

Need a Financial Advisor?
Compare Vetted Advisors

About PATTEN AND PATTEN, INC.

PATTEN AND PATTEN, INC, formally registered with the SEC as PATTEN AND PATTEN, INC. The firm was established in 05/12/1976. They have over 1 offices throughout the country.

PATTEN AND PATTEN, INC. is a Chattanooga, Tennessee based Financial Planning firm with nearly $1,933,601,275 assets under management, offering retirement planning & investment advisory services to 2086 clients. The firm is staffed with 11 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#105414
SEC#801-11499
Assets Managed by Firm$1,933,601,275
No. of Clients2086
No. of Advisors11

Fee Structure

  • A percentage of AUM
  • Fixed fees

Advisory Services Provided

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Firm Client Information

No. of ClientsAUM
Firm Total2086$1,933,601,275
High net worth individuals646$1,723,201,984
Pension and profit sharing plans13$17,669,276
Charitable organizations32$110,855,623
Corporations or other businesses17$54,516,645

More Retirement Planning firms in Chattanooga, Tennessee:

Firm NameAssets Under ManagementTotal ClientsTotal Advisors
ALLIANCEBERNSTEIN L.P.
501 Commerce Street
Nashville, TN, 37203
$651,482,000,000621404565
NEPHILA ADVISORS LLC
3811 Bedford Avenue, Suite 101
Nashville, TN, 37215
$14,371,072,7263737
ARCLINE INVESTMENT MANAGEMENT LP
3803 Bedford Avenue, Suite No. 106
Nashville, TN, 37215-2564
$13,961,190,744948
FIRST HORIZON ADVISORS, INC
4990 Poplar Avenue, 3rd Floor
Memphis, TN, 38117
$12,356,541,4648945236
GERBER/TAYLOR MANAGEMENT LLC
40 South Main Street, Suite 1900
Memphis, TN, 38103
$10,409,129,90520842

Explore More Retirement Advisors in Chattanooga, Tennessee