The Patten Group, Inc.

The Patten Group, Inc. (CRD# 168255) is a financial advisory firm headquartered in Chattanooga, TN. They manage $339,164,798 in 942 accounts and serve the financial needs of clients across 14 states (or territories).

By the Numbers
  • Total Assets Under Management
    339
    MILLION
  • Total Number of Accounts
    942
    ACCOUNTS
  • Average Account Value
    $360,048
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
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.

CA, DC, FL, GA, IL, MA, NC, NH, NY, PA, TN, TX, VA, WA

Financial Advisors at The Patten Group, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Zeboim C. Patten
CRD#: 4347041
832 Georgia Avenue, Suite 360, Chattanooga, TN 37402
90
Wealthminder
score

Zeboim Patten (CRD# 4347041) is an Investment Advisor Representative working at The Patten Group, Inc. in Chattanooga, TN and has 1 year of experience in the finance industry.

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