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Ashlee Bryan Patten

The Patten Group, Inc.

Chattanooga, TN

CRD 6208041

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Employer firm

The Patten Group, Inc. CRD 168255

$725M regulatory AUM 22 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
The Patten Group, Inc.

832 Georgia Avenue Suite 360, Chattanooga, TN 37402 • United States

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2026-01-12
TX RA APPROVED 2016-04-08
  • TN RA
    APPROVED
    Since 2026-01-12
  • TX RA
    APPROVED
    Since 2016-04-08

Branch Locations

832 Georgia Avenue Suite 360, Chattanooga, TN 37402 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
The Patten Group, Inc. Chattanooga TN 02/2020 Present
Ashlee Patten Group, Llc Chattanooga TN 12/2014 Present
The Patten Group, Inc. Chattanooga TN 03/2014 01/2020
Previous Registrations
  • 2015-08-25 → 2020-03-30
    Ashlee Patten Group, Llc
    Chattanooga, TN
Other Businesses

ASHLEE PATTEN GROUP, LLC / NO/832 GEORGIA AVENUE, 360, CHATTANOOGA, TN 37402/AGRICULTURAL FARM/MANAGING MEMBER/APPROXIMATELY 5-15 HOURS PER MONTH/GOAT HERD CARETAKER UNIVERSITY OF CHATTANOOGA FOUNDATION/NO/ 605 OAK STREET, DEPT 6806, CHATTANOOGA, TN 37403/ UNIVERSITY FOUNDATION/ TRUSTEE & CHAIRPERSON AND SERVES ON STANDING COMMITTEES/APPROXIMATELY 8-12 HOURS/MONTH WILD BLUE YONDER GP/YES/832 GEORGIA AVENUE, 360, CHATTANOOGA, TN 37402/FAMILY INVESTMENTS/GENERAL PARTNER/LESS THAN 2 HOURS/MONTH TUGBOAT, LLC /NO/832 GEORGIA AVENUE, 360, CHATTANOOGA, TN 37402//MANAGING MEMBER/ TIMBERLANDS & REAL ESTATE DEVELOPMENT/APPROXIMATELY 10-20 HOURS/MONTH

Designations
  • Chartered Financial Analyst
Other Names
  • Ashlee Patten

View on SEC IAPD

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