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PATTEN & DAVES CAPITAL MANAGEMENT
PATTEN & DAVES CAPITAL MANAGEMENT
MEDFORD, Oregon
·
7 registered advisors
·
CRD# 106033
SEC# 801-44477
541-770-9494
01
Firm Overview
AUM
$26M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
7
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
03
Specialties
Investment Management
Wealth Management
Fee-Only Advisory
04
Advisors at PATTEN & DAVES CAPITAL MANAGEMENT
7 registered advisors
Claggett Offutt
MEDFORD, Oregon
CRD# 351307
Gary Moore
MEDFORD, Oregon
CRD# 4357124
George Daves
MEDFORD, Oregon
CRD# 2437259
George R Wilkinson
MEDFORD, Oregon
CRD# 4357115
Liane Empio
MEDFORD, Oregon
CRD# 4357144
Mark Steven Patten
MEDFORD, Oregon
CRD# 830239
Ruth Patten
MEDFORD, Oregon
CRD# 4362160
05
Office Locations
MEDFORD, Oregon
7 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
.