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 $1,745,525,094 assets under management, offering retirement planning & investment advisory services to 2025 clients. The firm is staffed with 12 experienced financial planners.
SEC Current Status | Approved |
Firm CRD# | 105414 |
SEC# | 801-11499 |
Assets Managed by Firm | $1,745,525,094 |
No. of Clients | 2025 |
No. of Advisors | 12 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 2025 | $1,745,525,094 |
High net worth individuals | 638 | $1,556,935,759 |
Pension and profit sharing plans | 13 | $24,994,634 |
Charitable organizations | 32 | $101,427,808 |
Corporations or other businesses | 15 | $39,656,357 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$582,388,000,000 | 58634 | 4134 | |
$18,829,944,477 | 44 | 39 | |
$11,300,952,063 | 9360 | 224 | |
$10,041,415,942 | 9 | 46 | |
$9,208,094,171 | 220 | 41 |
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