Patten is an investment advisor in Chattanooga with $511.58 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
465243257
SEC advisor number
801-78354
FINRA CRD number
168255
AUM ?
$511.58 mm
(as of 4 Mar 22)
Accounts
1,141
(as of 4 Mar 22)
Employees
13
(6 investment advisory or research)
Address
Patten
832 GEORGIA AVENUE
SUITE 360
CHATTANOOGA
TN 37402
832 GEORGIA AVENUE
SUITE 360
CHATTANOOGA
TN 37402
Office hours
Monday - Friday, 8:30AM-5:30PM
Phone
4235310360
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Zingrich, Adrienne, Lana | Chief Compliance Officer | 01/2016 | < 5% |
Patten, Ashlee, Bryan | Principal | 02/2020 | > 75% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
17 Apr 24
13F-HR
Quarterly holdings report by institutional manager
10 Jan 24
13F-HR
Quarterly holdings report by institutional manager
12 Oct 23
13F-HR
Quarterly holdings report by institutional manager
26 Jul 23
13F-HR
Quarterly holdings report by institutional manager
6 Apr 23
13F-HR
Quarterly holdings report by institutional manager
10 Feb 23
13F-HR
Quarterly holdings report by institutional manager
13 Oct 22
13F-HR
Quarterly holdings report by institutional manager
18 Jul 22
13F-HR
Quarterly holdings report by institutional manager
28 Apr 22
13F-HR
Quarterly holdings report by institutional manager
20 Jan 22