Unclaimed Profile

Ashlee Bryan Patten

THE PATTEN GROUP, INC.·CHATTANOOGA, Tennessee

Clean record12 years registeredTHE PATTEN GROUP, INC.

832 GEORGIA AVENUE, CHATTANOOGA, TN 37402CRD# 6208041Firm CRD# 168255

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Ashlee Bryan Patten · CHATTANOOGA, TN

Registration

CRD #6208041 · THE PATTEN GROUP, INC. · 12 years registered

Brand Profile

Not yet started

Career History

THE PATTEN GROUP, INC.

Apr 2014 – present

ASHLEE PATTEN GROUP, LLC

Aug 2015 – Mar 2020

CHATTANOOGA, TN

Registrations & Exams

Registration record

First registered · April 30, 2014

Years registered · 12

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

THE PATTEN GROUP, INC.

CRD 168255 · SEC 801-78354

AUM

$531M

Regulatory assets under management

Employees

1,267 client accounts

Services offered by THE PATTEN GROUP, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at THE PATTEN GROUP, INC. →

Introduction

Speak with Ashlee

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Ashlee is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in CHATTANOOGA?

Browse all registered financial advisors in CHATTANOOGA, Tennessee or claim this profile if it's yours.

Browse CHATTANOOGA Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Ashlee Bryan Patten offer?

Ashlee Bryan Patten specializes in Financial Planning, Investment Management. Contact their office in CHATTANOOGA, Tennessee for a consultation.

What are Ashlee Bryan Patten's credentials?

Ashlee Bryan Patten is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Ashlee Bryan Patten located?

Ashlee Bryan Patten is based in CHATTANOOGA, Tennessee, working with THE PATTEN GROUP, INC.. Their office serves clients in the CHATTANOOGA metropolitan area and surrounding communities.

How does Ashlee Bryan Patten charge for services?

Ashlee Bryan Patten's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is THE PATTEN GROUP, INC.?

THE PATTEN GROUP, INC. has approximately 10 employees and manages $531M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →