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.
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 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.
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.
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.
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.