555 Walnut Street
Suite 280
Chattanooga, Tennessee 37402
Tel: 423.756.3480
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.
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 |
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 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$651,482,000,000 | 62140 | 4565 | |
$14,371,072,726 | 37 | 37 | |
$13,961,190,744 | 9 | 48 | |
$12,356,541,464 | 8945 | 236 | |
$10,409,129,905 | 208 | 42 |
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