Patten & Daves Capital Management
Patten & Daves Capital Management (CRD# 106033) is a financial advisory firm headquartered in Jacksonville, OR. They manage $36,000,000 in 125 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Patten & Daves Capital Management
By the Numbers
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Total Assets Under Management36MILLION
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Total Number of Accounts125ACCOUNTS
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Average Account Value$288,000
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
OR
Financial Advisors at Patten & Daves Capital Management
No Advisor Found.
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