The Patten Group Inc

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CAFR Data
The Patten Group Inc
CRD #168255
SEC #801-78354
CIK #1633207
AUM $344.0 MM (99% Disc, 100% US)
Employees14 (50% Investors, 0% Brokers)
Phone423-531-0360
Address832 Georgia Avenue
Chattanooga, TN 37402
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($MM)
3853082311547702011201420172020
Sector Holding Cap ($MM) Value ($MM)
KO197,430.011.1
V341,210.07.8
KMB40,500.07.4
MSFT865,660.05.2
AAPL843,560.05.0
SPY3.8
JNJ369,000.03.3
FRC17,160.03.3
INTC239,910.03.3
MMM119,250.03.3
View All
Holdings by Sector ($)
185148111743702013201520172020
Comparable Firms State AUM ($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
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