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THE PATTEN GROUP, INC.

Tel: 423-531-0360
832 Georgia Avenue
Suite 360
Chattanooga, Tennessee  37402

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THE PATTEN GROUP, INC.

THE PATTEN GROUP, INC. is a Chattanooga, Tennessee based financial advisory firm with nearly $531,271,525 in assets under management and provides investment advisory services for 1267 clients. There are currently 10 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Pesnsion consulting services , Selection for other advisors

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

168255

SEC#:

801-78354

No. of Clients:

1267

Assets under Management

$531,271,525

No. of Advisors:

10

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