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Erich Mark Patten

CUTLER INVESTMENT COUNSEL, LLC·JACKSONVILLE, Oregon
Unclaimed Profile
525 BIGHAM KNOLL, JACKSONVILLE, OR 97530CRD# 4670959Firm CRD# 128483
01

About

Erich Mark Patten is a registered financial advisor based in JACKSONVILLE, Oregon, affiliated with CUTLER INVESTMENT COUNSEL, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
Institutional Investors
High Net Worth Individuals
03

Firm Overview

Firm
CUTLER INVESTMENT COUNSEL, LLC
CUTLER INVESTMENT GROUP
AUM
$1.2B
Regulatory assets under management
Employees
21
Total firm employees
View all advisors at CUTLER INVESTMENT COUNSEL, LLC →
Services
Financial planning
Portfolio management (individuals)
Portfolio management (pooled investments)
Selection of other advisers
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4670959
Firm CRD# 128483
4 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Erich Mark Patten offer?
Erich Mark Patten specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in JACKSONVILLE, Oregon for a consultation.
What are Erich Mark Patten's credentials?
Erich Mark Patten is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Erich Mark Patten located?
Erich Mark Patten is based in JACKSONVILLE, Oregon, working with CUTLER INVESTMENT COUNSEL, LLC. Their office serves clients in the JACKSONVILLE metropolitan area and surrounding communities.
How does Erich Mark Patten charge for services?
Erich Mark Patten's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CUTLER INVESTMENT COUNSEL, LLC?
CUTLER INVESTMENT COUNSEL, LLC has approximately 21 employees and manages $1.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in JACKSONVILLE
Brooke Cutler Ashland — CUTLER INVESTMENT COUNSEL, LLCCarol Sue Fischer — CUTLER INVESTMENT COUNSEL, LLCMatthew Cutler Patten — CUTLER INVESTMENT COUNSEL, LLCWilliam Charles Beggs — CUTLER INVESTMENT COUNSEL, LLCNathan Eldon Williams — PFG INVESTMENTS, LLC
Nearby cities in Oregon
PORTLAND (575)LAKE OSWEGO (152)BEND (47)EUGENE (40)SALEM (35)
City Guides
PORTLAND GuideLAKE OSWEGO GuideBEND GuideEUGENE GuideSALEM Guide
Research
Advisor Fees in OregonNational Fee Analysis
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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