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 $1,745,525,094 assets under management, offering retirement planning & investment advisory services to 2025 clients. The firm is staffed with 12 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#105414
SEC# 801-11499
Assets Managed by Firm $1,745,525,094
No. of Clients 2025
No. of Advisors 12

Fee Structure

  • A Percentage of AUM
  • Fixed Fees

Advisory Services Provided

  • Portfolio Management for Individuals
  • Portfolio Management for Business

Firm Client Information

No. of ClientsAUM
Firm Total2025$1,745,525,094
High net worth individuals638$1,556,935,759
Pension and profit sharing plans13$24,994,634
Charitable organizations32$101,427,808
Corporations or other businesses15$39,656,357
Inquire with PATTEN AND PATTEN, INC.

More Retirement Planning firms in Chattanooga, Tennessee:

Firm NameAssets Under ManagementTotal ClientsTotal Advisors
ALLIANCEBERNSTEIN L.P.
501 Commerce Street
Nashville, TN, 37203
$582,388,000,000586344134
NEPHILA ADVISORS LLC
3811 Bedford Avenue, Suite 101
Nashville, TN, 37215
$18,829,944,4774439
FIRST HORIZON ADVISORS, INC
4990 Poplar Avenue, 3rd Floor
Memphis, TN, 38117
$11,300,952,0639360224
ARCLINE INVESTMENT MANAGEMENT LP
3803 Bedford Avenue, Suite No. 106
Nashville, TN, 37215-2564
$10,041,415,942946
GERBER/TAYLOR MANAGEMENT LLC
40 South Main Street, Suite 1900
Memphis, TN, 38103
$9,208,094,17122041

Explore More Retirement Advisors in Chattanooga, Tennessee