PATTEN AND PATTEN, INC.
CRD #105414 SEC #801-11499 CHATTANOOGA, TN 423.756.3480
SEC Registered
Total AUM
$2.1B
Discretionary
$2B
Employees
14
Clients
--
Accounts
2,102
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $2.1B | $2B | $18M | 14 | 0 |
| Nov 2024 | $1.9B | $1.8B | $102.2M | 11 | 0 |
| Oct 2024 | $1.9B | $1.8B | $102.2M | 11 | 0 |
| Mar 2024 | $1.9B | $1.8B | $102.2M | 12 | 0 |
| Feb 2024 | $1.7B | $1.7B | $95M | 12 | 0 |
| Feb 2024 | $1.7B | $1.7B | $95M | 12 | 0 |
| Nov 2023 | $1.7B | $1.7B | $95M | 12 | 0 |
| Jun 2023 | $1.7B | $1.7B | $95M | 12 | 0 |
| Mar 2023 | $1.7B | $1.7B | $95M | 14 | 0 |
| Jan 2023 | $2.1B | $2B | $114.6M | 13 | 0 |
| Mar 2022 | $2.1B | $2B | $114.6M | 12 | 0 |
| Mar 2022 | $2.1B | $2B | $114.6M | 12 | 0 |
| Feb 2022 | $1.8B | $1.7B | $109.4M | 12 | 0 |
| Jan 2022 | $1.8B | $1.7B | $109.4M | 12 | 0 |
| Nov 2021 | $1.8B | $1.7B | $109.4M | 12 | 0 |
| May 2021 | $1.8B | $1.7B | $109.4M | 12 | 0 |
| Mar 2021 | $1.8B | $1.7B | $109.4M | 12 | 0 |
| Jan 2021 | $1.6B | $1.5B | $100.5M | 14 | 0 |
| Nov 2020 | $1.6B | $1.5B | $100.5M | 14 | 0 |
| Jun 2020 | $1.6B | $1.5B | $100.5M | 14 | 0 |
| Mar 2020 | $1.6B | $1.5B | $100.5M | 14 | 0 |
| Nov 2019 | $1.3B | $1.2B | $84.1M | 14 | 0 |
| Mar 2019 | $1.3B | $1.2B | $84.1M | 14 | 0 |
| Dec 2018 | $1.5B | $1.4B | $133.3M | 12 | 0 |
| Oct 2018 | $1.5B | $1.4B | $133.3M | 12 | 0 |
| Aug 2018 | $1.5B | $1.4B | $133.3M | 12 | 0 |
| Mar 2018 | $1.5B | $1.4B | $133.3M | 12 | 0 |
| Mar 2017 | $1.3B | $1.2B | $148.6M | 13 | 600 |
| Mar 2016 | $1.2B | $1.1B | $150.5M | 12 | 600 |
| Jun 2015 | $1.2B | $914.5M | $247.2M | 16 | 500 |
| Mar 2015 | $1.2B | $914.5M | $247.2M | 16 | 500 |
| Apr 2014 | $1.3B | $1B | $288.4M | 17 | 800 |
| Mar 2014 | $1.3B | $1B | $288.4M | 17 | 800 |
| Nov 2013 | $1.1B | $865.7M | $230M | 17 | 800 |
| Mar 2013 | $1.1B | $865.7M | $230M | 17 | 800 |
| Mar 2012 | $1B | $779.8M | $223.6M | 11 | 700 |
| Mar 2010 | $943.3M | $730.7M | $212.7M | -- | -- |
| Mar 2008 | $1B | $644.9M | $381.2M | -- | -- |
| Jan 2008 | $963.1M | $604.7M | $358.4M | -- | -- |
| Dec 2007 | $963.1M | $604.7M | $358.4M | -- | -- |
| Nov 2007 | $963.1M | $604.7M | $358.4M | -- | -- |
| Nov 2007 | $963.1M | $604.7M | $358.4M | -- | -- |
| Oct 2007 | $963.1M | $604.7M | $358.4M | -- | -- |
| Aug 2007 | $963.1M | $604.7M | $358.4M | -- | -- |
| Aug 2007 | $963.1M | $604.7M | $358.4M | -- | -- |
| Mar 2007 | $963.1M | $604.7M | $358.4M | -- | -- |
| Feb 2007 | $864.7M | $528.4M | $336.3M | -- | -- |
| Mar 2006 | $864.7M | $528.4M | $336.3M | -- | -- |
| Apr 2004 | $773.5M | $429.9M | $343.6M | -- | -- |
| Mar 2002 | $842.3M | $422.6M | $419.7M | -- | -- |
DateMar 2025
Total AUM$2.1B
Discretionary$2B
Non-Disc.$18M
Employees14
Clients0
DateNov 2024
Total AUM$1.9B
Discretionary$1.8B
Non-Disc.$102.2M
Employees11
Clients0
DateOct 2024
Total AUM$1.9B
Discretionary$1.8B
Non-Disc.$102.2M
Employees11
Clients0
DateMar 2024
Total AUM$1.9B
Discretionary$1.8B
Non-Disc.$102.2M
Employees12
Clients0
DateFeb 2024
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$95M
Employees12
Clients0
DateFeb 2024
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$95M
Employees12
Clients0
DateNov 2023
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$95M
Employees12
Clients0
DateJun 2023
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$95M
Employees12
Clients0
DateMar 2023
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$95M
Employees14
Clients0
DateJan 2023
Total AUM$2.1B
Discretionary$2B
Non-Disc.$114.6M
Employees13
Clients0
DateMar 2022
Total AUM$2.1B
Discretionary$2B
Non-Disc.$114.6M
Employees12
Clients0
DateMar 2022
Total AUM$2.1B
Discretionary$2B
Non-Disc.$114.6M
Employees12
Clients0
DateFeb 2022
Total AUM$1.8B
Discretionary$1.7B
Non-Disc.$109.4M
Employees12
Clients0
DateJan 2022
Total AUM$1.8B
Discretionary$1.7B
Non-Disc.$109.4M
Employees12
Clients0
DateNov 2021
Total AUM$1.8B
Discretionary$1.7B
Non-Disc.$109.4M
Employees12
Clients0
DateMay 2021
Total AUM$1.8B
Discretionary$1.7B
Non-Disc.$109.4M
Employees12
Clients0
DateMar 2021
Total AUM$1.8B
Discretionary$1.7B
Non-Disc.$109.4M
Employees12
Clients0
DateJan 2021
Total AUM$1.6B
Discretionary$1.5B
Non-Disc.$100.5M
Employees14
Clients0
DateNov 2020
Total AUM$1.6B
Discretionary$1.5B
Non-Disc.$100.5M
Employees14
Clients0
DateJun 2020
Total AUM$1.6B
Discretionary$1.5B
Non-Disc.$100.5M
Employees14
Clients0
DateMar 2020
Total AUM$1.6B
Discretionary$1.5B
Non-Disc.$100.5M
Employees14
Clients0
DateNov 2019
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$84.1M
Employees14
Clients0
DateMar 2019
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$84.1M
Employees14
Clients0
DateDec 2018
Total AUM$1.5B
Discretionary$1.4B
Non-Disc.$133.3M
Employees12
Clients0
DateOct 2018
Total AUM$1.5B
Discretionary$1.4B
Non-Disc.$133.3M
Employees12
Clients0
DateAug 2018
Total AUM$1.5B
Discretionary$1.4B
Non-Disc.$133.3M
Employees12
Clients0
DateMar 2018
Total AUM$1.5B
Discretionary$1.4B
Non-Disc.$133.3M
Employees12
Clients0
DateMar 2017
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$148.6M
Employees13
Clients600
DateMar 2016
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$150.5M
Employees12
Clients600
DateJun 2015
Total AUM$1.2B
Discretionary$914.5M
Non-Disc.$247.2M
Employees16
Clients500
DateMar 2015
Total AUM$1.2B
Discretionary$914.5M
Non-Disc.$247.2M
Employees16
Clients500
DateApr 2014
Total AUM$1.3B
Discretionary$1B
Non-Disc.$288.4M
Employees17
Clients800
DateMar 2014
Total AUM$1.3B
Discretionary$1B
Non-Disc.$288.4M
Employees17
Clients800
DateNov 2013
Total AUM$1.1B
Discretionary$865.7M
Non-Disc.$230M
Employees17
Clients800
DateMar 2013
Total AUM$1.1B
Discretionary$865.7M
Non-Disc.$230M
Employees17
Clients800
DateMar 2012
Total AUM$1B
Discretionary$779.8M
Non-Disc.$223.6M
Employees11
Clients700
DateMar 2010
Total AUM$943.3M
Discretionary$730.7M
Non-Disc.$212.7M
Employees--
Clients--
DateMar 2008
Total AUM$1B
Discretionary$644.9M
Non-Disc.$381.2M
Employees--
Clients--
DateJan 2008
Total AUM$963.1M
Discretionary$604.7M
Non-Disc.$358.4M
Employees--
Clients--
DateDec 2007
Total AUM$963.1M
Discretionary$604.7M
Non-Disc.$358.4M
Employees--
Clients--
DateNov 2007
Total AUM$963.1M
Discretionary$604.7M
Non-Disc.$358.4M
Employees--
Clients--
DateNov 2007
Total AUM$963.1M
Discretionary$604.7M
Non-Disc.$358.4M
Employees--
Clients--
DateOct 2007
Total AUM$963.1M
Discretionary$604.7M
Non-Disc.$358.4M
Employees--
Clients--
DateAug 2007
Total AUM$963.1M
Discretionary$604.7M
Non-Disc.$358.4M
Employees--
Clients--
DateAug 2007
Total AUM$963.1M
Discretionary$604.7M
Non-Disc.$358.4M
Employees--
Clients--
DateMar 2007
Total AUM$963.1M
Discretionary$604.7M
Non-Disc.$358.4M
Employees--
Clients--
DateFeb 2007
Total AUM$864.7M
Discretionary$528.4M
Non-Disc.$336.3M
Employees--
Clients--
DateMar 2006
Total AUM$864.7M
Discretionary$528.4M
Non-Disc.$336.3M
Employees--
Clients--
DateApr 2004
Total AUM$773.5M
Discretionary$429.9M
Non-Disc.$343.6M
Employees--
Clients--
DateMar 2002
Total AUM$842.3M
Discretionary$422.6M
Non-Disc.$419.7M
Employees--
Clients--