Unclaimed Profile

George Daves

PATTEN & DAVES CAPITAL MANAGEMENT·MEDFORD, Oregon

Series 2, Series 63Clean record23 years registeredPATTEN & DAVES CAPITAL MANAGEMENT

1263 N. RIVERSIDE DRIVE, MEDFORD, OR 97501CRD# 2437259Firm CRD# 106033

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

George Daves · MEDFORD, OR

Registration

CRD #2437259 · PATTEN & DAVES CAPITAL MANAGEMENT · 23 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: PATTEN & DAVES CAPITAL MANAGEMENT

PATTEN & DAVES CAPITAL MANAGEMENT

Jan 2006 – Dec 2023

CENTRAL POINT, OR

PATTEN INVESTMENT ADVISORS INC

Oct 2002 – Dec 2005

MEDFORD, OR

Registrations & Exams

FINRA examinations passed

Series 2

Series 63

Registration record

First registered · October 21, 2002

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PATTEN & DAVES CAPITAL MANAGEMENT

CRD 106033 · SEC 801-44477

AUM

$26M

Regulatory assets under management

Employees

100 client accounts

Services offered by PATTEN & DAVES CAPITAL MANAGEMENT

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

View all advisors at PATTEN & DAVES CAPITAL MANAGEMENT →

Introduction

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Frequently Asked Questions

What services does George Daves offer?

George Daves specializes in Investment Management, Wealth Management, Fee-Only Advisory.

What are George Daves's credentials?

George Daves is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is George Daves located?

George Daves is based in MEDFORD, Oregon, last registered with PATTEN & DAVES CAPITAL MANAGEMENT.

How does George Daves charge for services?

George Daves's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PATTEN & DAVES CAPITAL MANAGEMENT?

PATTEN & DAVES CAPITAL MANAGEMENT has approximately 1 employees and manages $26M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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