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Ruth Patten

PATTEN & DAVES CAPITAL MANAGEMENT·MEDFORD, Oregon
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1263 N. RIVERSIDE DRIVE, MEDFORD, OR 97501CRD# 4362160Firm CRD# 106033
01

About

Ruth Patten 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# 4362160
Firm CRD# 106033
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Ruth Patten offer?
Ruth Patten specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in MEDFORD, Oregon for a consultation.
What are Ruth Patten's credentials?
Ruth Patten is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Ruth Patten located?
Ruth Patten 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 Ruth Patten charge for services?
Ruth 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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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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