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Ashlee Bryan Patten

THE Patten Group, Inc.

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About Ashlee Bryan Patten

Ashlee Bryan Patten is a Chartered Financial Analyst with over 10 years of experience in the financial services industry. Ashlee is registered as an Investment Advisor Representative in Tennessee and Texas. Ashlee is currently affiliated with The Patten Group, Inc., a firm that provides financial planning, pension consulting, and portfolio management services to individuals, families, and institutions. The Patten Group, Inc. is an independent firm based in Chattanooga, TN.

Firm Information

Ashlee Patten is currently registered with THE Patten Group, Inc.. THE Patten Group, Inc. is an investment advisor based in CHATTANOOGA, TN. It advises high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, pension and profit-sharing plans, and charitable organizations. The firm's regulatory assets under management total $531,271,525. It also provides financial planning, pension consulting, and selection of other advisers.
THE Patten Group, Inc.

832 GEORGIA AVENUE

CHATTANOOGA, TN 37402

$531.27M

Assets Under Management

18

Total Clients

7

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Ashlee Patten’s Registration & Firm History

TN

04/08/2016 - Present

THE Patten Group, Inc. (CHATTANOOGA TN)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Ashlee Bryan Patten.
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