The Patten Group, Inc.

The Patten Group, Inc. (CRD# 168255) is a financial advisory firm headquartered in Chattanooga, TN. They manage $531,271,525 in 1,267 accounts and serve the financial needs of clients across 15 states (or territories).

By the Numbers
  • Total Assets Under Management
    531
    MILLION
  • Total Number of Accounts
    1,267
    ACCOUNTS
  • Average Account Value
    $419,315
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, DC, FL, GA, LA, MA, NC, NH, NY, PA, TN, TX, VA, WA

Financial Advisors at The Patten Group, Inc.
Showing 1 - 6 of 6 top financial advisors.
1
James R. Hill
CRD#: 6920616
832 Georgia Avenue, Suite 360, Chattanooga, TN 37402

James Hill (CRD# 6920616) is an Investment Advisor Representative working at The Patten Group, Inc. in Chattanooga, TN and has 1 year of experience in the finance industry.

2
Ashlee B. Patten
CRD#: 6208041
832 Georgia Avenue, Suite 360, Chattanooga, TN 37402

Ashlee Patten (CRD# 6208041) is an Investment Advisor Representative working at The Patten Group, Inc. in Chattanooga, TN and has 1 year of experience in the finance industry.

3
Adrienne L. Zingrich
CRD#: 5364434
832 Georgia Avenue, Suite 360, Chattanooga, TN 37402

Adrienne Zingrich (CRD# 5364434) is an Investment Advisor Representative working at The Patten Group, Inc. in Chattanooga, TN and has over 9 years of experience in the finance industry.

4
Charity N. Amari
CRD#: 7892070
832 Georgia Avenue, Suite 360, Chattanooga, TN 37402

Charity Amari (CRD# 7892070) is an Investment Advisor Representative working at The Patten Group, Inc. in Chattanooga, TN and has over 2 years of experience in the finance industry.

5
Torrey Harris
CRD#: 7827267
832 Georgia Avenue, Suite 360, Chattanooga, TN 37402

Torrey Harris (CRD# 7827267) is an Investment Advisor Representative working at The Patten Group, Inc. in Chattanooga, TN and has 1 year of experience in the finance industry.

6
Chandler A. Thurmon
CRD#: 7208319
832 Georgia Avenue, Suite 360, Chattanooga, TN 37402

Chandler Thurmon (CRD# 7208319) is an Investment Advisor Representative working at The Patten Group, Inc. in Chattanooga, TN and has over 4 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.