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The Patten Group, Inc.

● SEC registered since 2013CRD 168255SEC# 801-78354Chattanooga, TN
Export (members)
Reg. AUM
$619.8M
Employees
10
Accounts
1,296
Location
Chattanooga, TN

The Patten Group, Inc. assets under management

The Patten Group, Inc. is a registered investment adviser overseen by the SEC based in Chattanooga, TN. The firm has been registered since 2013. It reports $619.8 million in regulatory assets under management and employs 10 people.
www.linkedin.com/company/the-patten-group-chattanoogaView on SEC.gov ↗

The Patten Group, Inc. owners & executives

2 reported
NameTitleOwnershipSince
Adrienne Lana Zingrich ControlChief Compliance OfficerUnder 5%2016
Ashlee Bryan Patten ControlCeoOver 75%2020

Frequently asked questions

How much does The Patten Group, Inc. manage?

The Patten Group, Inc. reports $619.8 million in regulatory assets under management on its Form ADV.

How many employees does The Patten Group, Inc. have?

The Patten Group, Inc. reports 10 employees.

Where is The Patten Group, Inc. located?

The Patten Group, Inc. is based in Chattanooga, TN and has been SEC-registered since 2013.

Does The Patten Group, Inc. disclose fund performance?

The Patten Group, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address832 Georgia Avenue, Suite 360, Chattanooga, TN 37402
Phone423-531-0360
Fax423-805-3920
Office hours8:30a.m.-5:30p.m.
SEC regionAtlanta Regional Office (ARO)
CIK1633207
Discloses disciplinary historyNo

Assets under management

Discretionary$617.2M
Non-discretionary$2.6M
Total (RAUM)$619.8M