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Overview

Articles

Insights

There are no insights from this firm to display at this time.

Holdings

Assets

Assets

Last updated on Sept. 6, 2019
    • $344.0M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 922
      Accounts
    • $373.1K
      Estimated Average Account Balance

Services

Firm Services

There is no Services data available to display at this time.

Firm Client types

There is no client type data to display at this time.

Advisors

Current Advisors

# of advisors

7

name start date
William Edward Jacobs
April 2015
Jeffrey T Farrow
November 2017
Ashlee Bryan Patten
April 2014
Zeboim Cartter Patten
March 2014
James Ryan Hill
March 2018

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Ashlee Patten Group, LLC IAR $0

      Leadership

      Ownership

      There is no ownership data available to display at this time.

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Zeboim Cartter Patten Principal March, 2014 75% or more
      Adrienne Lana Zingrich Chief Compliance Officer January, 2016 less than 5%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Hourly Charges
        • Fixed Fees