Patten & Daves Capital Managment (Medford)

Name: Patten & Daves Capital Managment
Address: 1263 N. Riverside Drive, Medford, OR, 97501
Telephone: 541-770-9494

Patten & Daves Capital Managment is a mid-sized advisory firm based in Medford. It manages $27.23 million of regulatory assets for 111 client accounts. It has been registered with the SEC as an adviser since 2011 and has operated in the jurisdiction of Oregon.

Patten & Daves Capital Managment provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Patten & Daves Capital Managment: assets under management

The assets under management (AUM) of Patten & Daves Capital Managment is $27.23 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $27.23 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $245.28 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Patten & Daves Capital Managment for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Patten & Daves Capital Managment

Patten & Daves Capital Managment is owned by George R Wilkinson. Gary Moore joined the executive team most recently as the Owner.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Mark Steven Patten	President, chief compliance officer	1 Jul 1993	50% - 75%	830239
George Daves	Vice president	1 Jun 1995	Other	2437259
George R Wilkinson	Owner	1 Apr 1996	Other	4357115
Gary Moore	Owner	1 Apr 1996	Other	4357124
Liane Empio	Vice president	1 Apr 1996	Other	4357144
Ruth Patten	Owner	1 Apr 1996	Other	4362160
Claggett Offutt	Owner	1 Apr 1996	Other	351307

Based in Medford

The principal office where Patten & Daves Capital Managment performs its advisory services is located at 1263 N. Riverside Drive, Medford, OR 97501, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 541-770-9494 or by fax 541-772-9752. The normal business hours are 8:00 a.m. to 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at pattenanddavescapital.com.