Ashlee Bryan Patten
Investment adviser representative at The Patten Group, Inc.
12 yearsExperience
2 statesRegistered in
CFADesignation
$725.1MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- The Patten Group, Inc.Feb 2020 to now
- Ashlee Patten Group, LLCDec 2014 to now
- The Patten Group, Inc.Mar 2014 to Jan 2020
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 2 states (TN, TX).
The Patten Group, Inc.
$725.1MAssets managed
459Clients
7Advisers
13 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6208041
- Firm CRD
- 168255