The Patten Group, Inc.
Firm details
- Headquarters
- Chattanooga, Tennessee
- CRD number
- 168255
- Registered since
- July 29, 2013
- Website
- www.360patten.com
- Custodians
- CHARLES SCHWAB & CO., INC., PERSHING LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI80.37%
- Individuals14.31%
- Charitable Organizations2.44%
- Pension & Profit Sharing Plans1.8%
- Corporations / Businesses1.08%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
The Patten Group, Inc. is an independent, SEC-registered investment adviser organized as a corporation and operating since 2013. The firm serves both individual and family clients as well as institutional accounts, acting as a capital allocator that constructs and oversees portfolios while also selecting third-party managers. Core services listed include financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. Fee arrangements are flexible and include a percentage of AUM, hourly charges, and fixed fees. The firm does not identify as an active ESG investor and is not positioned as a multi-state or pension consulting specialist.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities50%
- Public Funds/Mutual Funds39%
- Cash & Cash Equivalents5%
- US Government Bonds3%
- State & Local Bonds3%
Contacts
3 of 7
Christian Johnson
Portfolio ManagerCRD 7842820
Kayla Coyle
Client Services AssociateCRD 6311845
John Jones
Research Analyst & Portfolio ManagerCRD 7960839
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 168Active vs passive
$246M in ETFs
77%
$190M
17%
$56M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES RUSSELL 1000 GROWTH ETF (IWF) | BlackRock | Passive | Large Growth | $10.3M | 83,348 | 4.21% |
Location
Chattanooga, TN
Hamilton
Location
Chattanooga, TN
Headquartered in Chattanooga, TN, anchoring the Chattanooga-Cleveland-Dalton, TN-GA metro in the South.
- Metro area
- Chattanooga-Cleveland-Dalton, TN-GA
- Region
- South
- County
- Hamilton
- Address
- 832 Georgia Ave
- Time zone
- CT (UTC-6)
- Office locations
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