Patten Investment Advisors Inc (Medford)

Patten Investment Advisors Inc is a large advisory firm based in Medford. It manages $25.11 million of regulatory assets for 111 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Oregon.

Patten Investment Advisors provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. 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 Investment Advisors: assets under management

The assets under management (AUM) of Patten Investment Advisors Inc is $25.11 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -26% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $25.11 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $226.23 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Patten Investment Advisors Inc 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 Investment Advisors Inc

Patten Investment Advisors Inc is owned by George R Wilkinson. Mark Steven Patten has been acting as President since 1 Jul 1993. 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	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 Investment Advisors Inc 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.