PATTEN & DAVES CAPITAL MANAGEMENT

MEDFORD, Oregon·2 registered advisors·CRD# 106033
SEC# 801-44477541-770-9494
01

Firm Overview

AUM
$26M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
03

Specialties

Investment ManagementWealth ManagementFee-Only Advisory
04

Advisors at PATTEN & DAVES CAPITAL MANAGEMENT

2 registered advisors
George Daves
MEDFORD, Oregon
Mark Steven Patten
MEDFORD, Oregon
05

Office Locations

MEDFORD, Oregon
2 advisors

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Data sourced from SEC Form ADV filings. PATTEN & DAVES CAPITAL MANAGEMENT (CRD# 106033) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.