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Home > Retirement Planners > tennessee > chattanooga > PATTEN AND PATTEN, INC.
PATTEN AND PATTEN, INC.
555 Walnut Street
Suite 280
Chattanooga, Tennessee 37402
Tel: 423.756.3480
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 Status | Approved |
|---|---|
| Firm CRD# | 105414 |
| SEC# | 801-11499 |
| Assets Managed by Firm | $1,933,601,275 |
| No. of Clients | 2086 |
| No. of Advisors | 11 |
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 Clients | AUM | |
|---|---|---|
| Firm Total | 2086 | $1,933,601,275 |
| High net worth individuals | 646 | $1,723,201,984 |
| Pension and profit sharing plans | 13 | $17,669,276 |
| Charitable organizations | 32 | $110,855,623 |
| Corporations or other businesses | 17 | $54,516,645 |
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