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| The Patten Group Inc
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|---|---|
| CRD # | 168255 |
| SEC # | 801-78354 |
| CIK # | 0001633207 |
| AUM | 725.1 M (2026-03-13) |
| Employees | 11 (64% 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 | ||
| Apple Inc | 0.0 | ||
| Microsoft Corp | 0.0 | ||
| Coca Cola Co | 0.0 | ||
| Visa Inc | 0.0 | ||
| Broadcom Inc | 0.0 | ||
| J P Morgan Chase & Co | 0.0 | ||
| United Technologies Corp /DE/ | 0.0 | ||
| Kimberly Clark Corp | 0.0 | ||
| Astrazeneca PLC | 0.0 | ||
| Johnson & Johnson | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| Eaton Corp Ltd | 0.0 | ||
| Newmont Mining Corp /DE/ | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| Cisco Systems Inc | 0.0 | ||
| World Currency Gold Trust | 0.0 | ||
| Chevron Corp | 0.0 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 282 | 103.8 |
| (b) Individuals (high net worth individuals) | 165 | 582.8 |
| (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 | 13.1 |
| (h) Charitable organizations | 7 | 17.7 |
| (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 | 7.8 |
| (n) Other | 0 | 0.0 |
| Total | 1,398 | 725.1 |
| By Discretionary | ||
| Discretionary | 1,397 | 722.5 |
| Non-Discretionary | 1 | 2.6 |
| Total | 1,398 | 725.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.5 | |
| United States Persons | 723.7 | |
| Total | 1,398 | 725.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001633207] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 22 (1 non-US) |
| Serves | Institutional, Retail |
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