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Liane Empio

PATTEN & DAVES CAPITAL MANAGEMENT·MEDFORD, Oregon
Unclaimed Profile
1263 N. RIVERSIDE DRIVE, MEDFORD, OR 97501CRD# 4357144Firm CRD# 106033
01

About

Liane Empio is a registered financial advisor based in MEDFORD, Oregon, affiliated with PATTEN & DAVES CAPITAL MANAGEMENT. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
PATTEN & DAVES CAPITAL MANAGEMENT
PATTEN & DAVES CAPITAL MANAGEMENT
AUM
$26M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at PATTEN & DAVES CAPITAL MANAGEMENT →
Services
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4357144
Firm CRD# 106033
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Liane Empio offer?
Liane Empio specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in MEDFORD, Oregon for a consultation.
What are Liane Empio's credentials?
Liane Empio is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Liane Empio located?
Liane Empio is based in MEDFORD, Oregon, working with PATTEN & DAVES CAPITAL MANAGEMENT. Their office serves clients in the MEDFORD metropolitan area and surrounding communities.
How does Liane Empio charge for services?
Liane Empio'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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Other advisors in MEDFORD
Dennis Ray Lamson — GRAIL INVESTMENTS, L.L.C.Donald Lyman Watson — SKYOAK WEALTH MANAGEMENT, INC.Kathleen Marie Philby — SKYOAK WEALTH MANAGEMENT, INC.Gregory Alan Koenig — MYLAUNCH, LLCRoyal Ray Standley — OREGON PACIFIC FINANCIAL ADVISORS INC
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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