Unclaimed Profile

Mark Steven Patten

PATTEN & DAVES CAPITAL MANAGEMENT·MEDFORD, Oregon

Clean record23 years registeredPATTEN & DAVES CAPITAL MANAGEMENT

1263 N. RIVERSIDE DRIVE, MEDFORD, OR 97501CRD# 830239Firm CRD# 106033

Profile Verification

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

Identity

Mark Steven Patten · MEDFORD, OR

Registration

CRD #830239 · 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

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 Mark Steven Patten offer?

Mark Steven Patten specializes in Investment Management, Wealth Management, Fee-Only Advisory.

What are Mark Steven Patten's credentials?

Mark Steven Patten is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Mark Steven Patten located?

Mark Steven Patten is based in MEDFORD, Oregon, last registered with PATTEN & DAVES CAPITAL MANAGEMENT.

How does Mark Steven Patten charge for services?

Mark Steven Patten'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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