THE PATTEN GROUP, INC.
SEC Form ADV profile.
Total regulatory AUM
$725,140,739
Discretionary
$722,537,733
Non-discretionary
$2,603,006
Firm details
- CRD number
- 168255
- SEC file number
- 801-78354
- Main office
- CHATTANOOGA, TN, United States
- Employees
- 11
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.