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| Portfolios |
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| Track firms over time with portfolios. Click on the ✚ to add to a portfolio. |
| The Patten Group Inc
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| CRD # | 168255 |
| SEC # | 801-78354 |
| CIK # | 1633207 |
| AUM | $344.0 MM (99% Disc, 100% US) |
| Employees | 14 (50% Investors, 0% Brokers) |
| Phone | 423-531-0360 |
| Address | 832 Georgia Avenue Chattanooga, TN 37402 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Holding | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| KO | 197,430.0 | 11.1 | |
| V | 341,210.0 | 7.8 | |
| KMB | 40,500.0 | 7.4 | |
| MSFT | 865,660.0 | 5.2 | |
| AAPL | 843,560.0 | 5.0 | |
| SPY | 3.8 | ||
| JNJ | 369,000.0 | 3.3 | |
| FRC | 17,160.0 | 3.3 | |
| INTC | 239,910.0 | 3.3 | |
| MMM | 119,250.0 | 3.3 | |
| View All | |||
| Holdings by Sector ($) |
|---|
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Glencrest Investment Advisors Inc
✚
|
CA | 0.3 |
|
The Capital Group Investment Advisory Services LLC
✚
|
MD | 0.3 |
|
Lifeinvest Wealth Management Ltd
✚
|
FL | 0.3 |
|
ISTO Advisors LLC
✚
|
MI | 0.3 |
|
Locust Capital Management LLC
✚
|
PA | 0.3 |
|
Sailer Financial LLC
✚
|
TN | 0.3 |
|
Bass and Bell Inc
✚
|
AR | 0.3 |
|
Gaines Financial Group Inc
✚
|
FL | 0.3 |
|
Triangle Securities LLC
✚
|
NC | 0.3 |
|
Bjurman George D & Associates
✚
|
CA | 0.3 |