The Patten Group, Inc.
The Patten Group, Inc. (CRD# 168255) is a financial advisory firm headquartered in Chattanooga, TN. They manage $310,716,003 in 925 accounts and serve the financial needs of clients across 12 states (or territories).
Total Assets Under Management311MILLION
Total Number of Accounts925ACCOUNTS
Average Account Value$335,909
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
CA, DC, FL, GA, MA, NC, NH, NY, PA, TN, TX, VA