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Home > Retirement Planners > tennessee > chattanooga > THE PATTEN GROUP, INC.
THE PATTEN GROUP, INC.
832 Georgia Avenue
Suite 360
Chattanooga, Tennessee 37402
Tel: 423-531-0360
About THE PATTEN GROUP, INC.
THE PATTEN GROUP, INC, formally registered with the SEC as THE PATTEN GROUP, INC. The firm was established in 07/29/2013. They have over 1 offices throughout the country.
THE PATTEN GROUP, INC. is a Chattanooga, Tennessee based Financial Planning firm with nearly $531,271,525 assets under management, offering retirement planning & investment advisory services to 1267 clients. The firm is staffed with 10 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 168255 |
| SEC# | 801-78354 |
| Assets Managed by Firm | $531,271,525 |
| No. of Clients | 1267 |
| No. of Advisors | 10 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1267 | $531,271,525 |
| Individuals (other than high net worth individuals) | 256 | $82,170,355 |
| High net worth individuals | 138 | $417,029,296 |
| Pension and profit sharing plans | 2 | $10,753,653 |
| Charitable organizations | 6 | $13,928,283 |
| Corporations or other businesses | 2 | $7,389,938 |
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