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RIA · CRD 105414SEC-Registered

Updated:

Patten and Patten

Patten & Patten is an independent investment advisory firm that customizes investments to each client’s unique situation. Since its founding in 1976 it has...

Overview

Patten & Patten is an independent investment advisory firm that customizes investments to each client’s unique situation. Since its founding in 1976 it has remained independent and dedicated to offering customized investment strategies. The firm serves individuals and families, trusts, endowments, foundations and profit-sharing plans, as well as other institutional investment accounts. It is an independent investment adviser registered with the SEC under the Investment Advisers Act of 1940.

General information

Firm type

RIA

Year founded

1976

Location

Region

North America

Country

United States

City

Chattanooga

Corporate office

United States

Sector focus

Private Equity

Frequently asked questions

Who manages investment decisions at Patten and Patten?

The firm does not publicly name its principals or investment team. Public records and the firm's website identify the entity but do not disclose individual operators. This opacity is characteristic of the firm's private mandate.

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