THE PATTEN GROUP, INC.

THE PATTEN GROUP, INC. of CHATTANOOGA, TN is an SEC-registered investment adviser (CRD 168255). Regulatory assets under management: $725.1M.

Registration

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities.

Officers, owners & control persons (10)

NameRoleLocation
Adrienne Lana ZingrichCHIEF COMPLIANCE OFFICER
Ashlee Bryan PattenCEO
PATTEN ZEBOIM CARTTERPRINCIPAL
PATTEN WORCESTER ALLEN BRYANPRINCIPAL
STAFF MICHAEL THEODOREMEMBER
PURCELL JOHN PETERMEMBER
FLOOD KEITH OWENCHIEF COMPLIANCE OFFICER
ZINGRICH ADRIENNE LANACHIEF COMPLIANCE OFFICER
BANKSTON WILLIAM JOSEPHCHIEF COMPLIANCE OFFICER
BANKSTON JODYCHIEF COMPLIANCE OFFICER

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