Patten And Patten, Inc.

Patten And Patten, Inc. (CRD# 105414) is a financial advisory firm headquartered in Chattanooga, TN. They manage $2,107,276,631 in 1,959 accounts and serve the financial needs of clients across 35 states (or territories).

Current Firm Details
555 Walnut Street, Suite 280, Chattanooga, TN 37402
http://www.patteninc.com
By the Numbers
  • Total Assets Under Management
    2,107
    MILLION
  • Total Number of Accounts
    1,959
    ACCOUNTS
  • Average Account Value
    $1,075,690
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, AR, AZ, CA, CO, CT, DC, FL, GA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NJ, NY, OH, OK, OR, SC, TN, TX, VA, WA, WI, WV

Financial Advisors at Patten And Patten, Inc.
Showing 1 - 5 of 5 top financial advisors.
1
William Decosimo, financial advisor Chattanooga TN
William F. Decosimo
CRD#: 6776688
555 Walnut Street, Suite 280, Chattanooga, TN 37402

William Decosimo (CRD# 6776688) is an Investment Advisor Representative working at Patten And Patten, Inc. in Chattanooga, TN and has 1 year of experience in the finance industry.

2
Mark Fleck, financial advisor Chattanooga TN
Mark C. Fleck
CRD#: 4772758
555 Walnut Street, Suite 280, Chattanooga, TN 37402

Mark Fleck (CRD# 4772758) is an Investment Advisor Representative working at Patten And Patten, Inc. in Chattanooga, TN and has 1 year of experience in the finance industry.

3
Worcester Patten, financial advisor Chattanooga TN
Worcester A. Patten
CRD#: 4347066
520 Lookout Street, Chattanooga, TN 37403

Worcester Patten (CRD# 4347066) is an Investment Advisor Representative working at Patten And Patten, Inc. in Chattanooga, TN and has 1 year of experience in the finance industry.

4
Frank Robbins, financial advisor Chattanooga TN
Frank M. Robbins
CRD#: 2623571
520 Lookout Street, Chattanooga, TN 37419

Frank Robbins (CRD# 2623571) is an Investment Advisor Representative working at Patten And Patten, Inc. in Chattanooga, TN and has over 26 years of experience in the finance industry.

5
Raymond Ryan, financial advisor Chattanooga TN
Raymond V. Ryan
CRD#: 2186050
520 Lookout Street, Chattanooga, TN 37403

Raymond Ryan (CRD# 2186050) is an Investment Advisor Representative working at Patten And Patten, Inc. in Chattanooga, TN and has over 30 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals