The Patten Group, Inc.
The Patten Group, Inc. is an SEC-registered wealth manager in Chattanooga, TN with $725.1M assets under management (AUM, regulatory AUM), +17% over one year. See who owns The Patten Group, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 168255, SEC 801-78354, data through 2026-03-13.
- AUM (assets under management / regulatory AUM)
- $725.1M (2026-03-13)
- Firm type
- Wealth Manager
- Location
- Chattanooga, TN
- Employees
- 11
- Clients
- 459
- CRD
- 168255
- Ownership
- PATTEN, ZEBOIM, CARTTER; PATTEN, ASHLEE, BRYAN; FLOOD, KEITH, OWEN; INTERIM HOLDINGS, LLC; PRO TEM HOLDINGS, LLC
How much AUM does The Patten Group, Inc. have?
The Patten Group, Inc. reported $725.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-13).
Who owns The Patten Group, Inc.?
Disclosed owners and executives of The Patten Group, Inc. include PATTEN, ZEBOIM, CARTTER, PATTEN, ASHLEE, BRYAN, FLOOD, KEITH, OWEN, INTERIM HOLDINGS, LLC, PRO TEM HOLDINGS, LLC. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.