|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| The Patten Group Inc
✚
|
|
|---|---|
| CRD # | 168255 |
| SEC # | 801-78354 |
| CIK # | 0001633207 |
| AUM | $619.8 M (2025-03-27) |
| Employees | 10 (60% Investors, 0% Brokers) |
| Phone | 423-531-0360 |
| Address | 832 Georgia Avenue Chattanooga, TN 37402 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001633207 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Nvidia Corp | 0.0 | ||
| Microsoft Corp | 0.0 | ||
| VISA Inc | 0.0 | ||
| Apple Inc | 0.0 | ||
| Coca Cola Co | 0.0 | ||
| Broadcom Inc | 0.0 | ||
| J P Morgan Chase & Co | 0.0 | ||
| Kimberly Clark Corp | 0.0 | ||
| United Technologies Corp /DE/ | 0.0 | ||
| Eaton Corp Ltd | 0.0 | ||
| Cisco Systems Inc | 0.0 | ||
| Astrazeneca PLC | 0.0 | ||
| Carrier Global Corp | 0.0 | ||
| Xylem Inc | 0.0 | ||
| Stryker Corp | 0.0 | ||
| Linde PLC | 0.0 | ||
| Emerson Electric Co | 0.0 | ||
| Ace Ltd | 0.0 | ||
| Johnson & Johnson | 0.0 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 255 | 85.4 |
| (b) Individuals (high net worth individuals) | 153 | 499.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 2 | 11.7 |
| (h) Charitable organizations | 6 | 15.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 3 | 8.4 |
| (n) Other | 0 | 0.0 |
| Total | 1,296 | 619.8 |
| By Discretionary | ||
| Discretionary | 1,295 | 617.2 |
| Non-Discretionary | 1 | 2.6 |
| Total | 1,296 | 619.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.3 | |
| United States Persons | 618.5 | |
| Total | 1,296 | 619.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001633207] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Cambridge Advisors Inc
✚
|
NE | 0.6 |
|
ASIO Capital LLC
✚
|
KY | 0.6 |
|
MTM Investment Management LLC
✚
|
SC | 0.6 |
|
Holderness Investments Co
✚
|
NC | 0.6 |
|
Northern Financial Advisors Inc
✚
|
MI | 0.6 |
|
Ridgecrest Wealth Partners LLC
✚
|
CA | 0.6 |
|
Zenith AM
✚
|
0.6 | |
|
Riverview Capital Advisers LLC
✚
|
MA | 0.6 |
|
Kesler Norman & Wride LLC
✚
|
UT | 0.6 |
|
Independent Family Office LLC
✚
|
NY | 0.6 |