Ashlee
Patten
The Patten Group, Inc
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About this Advisor
Ashlee Patten is a chartered financial analyst working in Chattanooga, Tennessee, with 9 years of relevant experience. Patten is an advisor for The Patten Group, Inc. Their career trajectory has included roles at The Patten Group, Inc, Patten And Patten, Inc and Ashlee Patten Group, LLC. Patten is approved to advise clients in Tennessee and Texas. The Patten Group, Inc is an advisory company that has its headquarters in Chattanooga, TN. It oversees $451 million in total assets between its 1,164 customer accounts, placing it among the bigger firms in the nation by assets under management. The firm provides financial advice to seven charitable organizations. Of its 1,164 accounts, 39% are held by high-net-worth individuals who have greater than $1 million in assets. The Patten Group, Inc provides a wide set of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees charged by financial advisors depend on which service is provided. Fee types billed by The Patten Group, Inc likely are comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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The Patten Group, Inc Brokerage Details
$450,467,120
11
1,164
$386,999
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Ashlee Patten Work History
Ashlee has been registered as a financial advisor for 9 years.*
The Patten Group, Inc
Ashlee Patten Group, LLC
Ashlee Patten Group, LLC
Patten And Patten, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Ashlee Patten to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at The Patten Group, Inc
Chattanooga, TN
Chattanooga, TN
Chattanooga, TN
Chattanooga, TN
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