Patten & Daves Capital Management

Patten & Daves Capital Management (CRD# 106033) is a financial advisory firm headquartered in Jacksonville, OR. They manage $24,839,689 in 129 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    25
    MILLION
  • Total Number of Accounts
    129
    ACCOUNTS
  • Average Account Value
    $192,556
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

OR

Financial Advisors at Patten & Daves Capital Management
Showing 1 - 2 of 2 top financial advisors.
1
George W. Daves
CRD#: 2437259
680 G.street, Suite A, Suite A, Jacksonville, OR 97530
93
Wealthminder
score

George Daves (CRD# 2437259) is an Investment Advisor Representative working at Patten & Daves Capital Management in Jacksonville, OR and has over 22 years of experience in the finance industry.

2
Mark S. Patten
CRD#: 830239
680 G.street, Suite A, Suite A, Jacksonville, OR 97530
87
Wealthminder
score

Mark Patten (CRD# 830239) is an Investment Advisor Representative working at Patten & Daves Capital Management in Jacksonville, OR and has 1 year of experience in the finance industry.

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