Patten & Daves Capital Management is an adviser based in Medford. It manages $26.41 million of regulatory assets for 100 client accounts. It has been registered with the SEC as an adviser since 2011.
Patten & Daves Capital Management 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.
The assets under management (AUM) of Patten & Daves Capital Management is $26.41 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -3% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Patten & Daves Capital Management 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.
Patten & Daves Capital Management is owned by George R Wilkinson. Gary Moore joined the executive team most recently as the Owner.
The principal office where Patten & Daves Capital Management 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.