Unclaimed Profile

Ruth Patten

PATTEN & DAVES CAPITAL MANAGEMENT·MEDFORD, Oregon

Clean recordPATTEN & DAVES CAPITAL MANAGEMENT

1263 N. RIVERSIDE DRIVE, MEDFORD, OR 97501CRD# 4362160Firm CRD# 106033

Profile Verification

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

Identity

Ruth Patten · MEDFORD, OR

Registration

CRD #4362160 · PATTEN & DAVES CAPITAL MANAGEMENT

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Investment Management

Wealth Management

Fee-Only Advisory

Client Types

Individuals

Introduction

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Firm Overview

Firm

PATTEN & DAVES CAPITAL MANAGEMENT

AUM

$26M

Regulatory assets under management

Employees

Total firm employees

View all advisors at PATTEN & DAVES CAPITAL MANAGEMENT →

Services

Portfolio management (individuals)

Selection of other advisers

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 4362160

Firm CRD# 106033

View on FINRA BrokerCheck →

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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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