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THE PATTEN GROUP, INC.

CHATTANOOGA, TN · CRD 168255 · IAPD ↗ · 423-531-0360

$725.1MRegulatory AUM
7Advisory reps
11Employees
22Clients
51-100Planning clients
0Private funds
15States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
March 2024 — THE PATTEN GROUP, INC. crossed $500M in regulatory AUM ($450.5M -> $531.3M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.