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THE PATTEN GROUP, INC.
THE PATTEN GROUP, INC.
CHATTANOOGA, Tennessee
·
4 registered advisors
·
CRD# 168255
SEC# 801-78354
0
423-531-0360
01
Firm Overview
AUM
$531M
Regulatory assets under management
Employees
10
Total firm employees
Advisors
4
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at THE PATTEN GROUP, INC.
4 registered advisors
Adrienne Lana Zingrich
CHATTANOOGA, Tennessee
CRD# 5364434
Ashlee Bryan Patten
CHATTANOOGA, Tennessee
CRD# 6208041
William Joseph Bankston
CHATTANOOGA, Tennessee
CRD# 6224119
Zeboim Cartter Patten
CHATTANOOGA, Tennessee
CRD# 4347041
05
Office Locations
CHATTANOOGA, Tennessee
4 advisors
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Data sourced from SEC Form ADV filings. THE PATTEN GROUP, INC. (CRD# 168255) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.