PATTEN & DAVES CAPITAL MANAGEMENT
CRD #106033 SEC #801-44477 MEDFORD, OR 541-770-9494
SEC Registered
Total AUM
$26.4M
Discretionary
$26.4M
Employees
1
Clients
0
Accounts
100
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2012 | $26.4M | $26.4M | $0 | 1 | 26 |
| May 2012 | $26.4M | $26.4M | $0 | 1 | 26 |
| Mar 2012 | $26.4M | $26.4M | $0 | 1 | 26 |
| Nov 2011 | $27.2M | $27.2M | $0 | 1 | 101 |
| Mar 2011 | $27.2M | $27.2M | $0 | 5 | -- |
| Feb 2011 | $25.1M | $25.1M | $0 | 5 | -- |
| Mar 2010 | $25.1M | $25.1M | $0 | 5 | -- |
| Mar 2008 | $39.1M | $39.1M | $0 | 5 | -- |
| Feb 2007 | $40M | $40M | $0 | 5 | -- |
| Jan 2006 | $34.2M | $34.2M | $0 | 5 | -- |
| Feb 2005 | $31.2M | $31.2M | $0 | 5 | -- |
DateMay 2012
Total AUM$26.4M
Discretionary$26.4M
Non-Disc.$0
Employees1
Clients26
DateMay 2012
Total AUM$26.4M
Discretionary$26.4M
Non-Disc.$0
Employees1
Clients26
DateMar 2012
Total AUM$26.4M
Discretionary$26.4M
Non-Disc.$0
Employees1
Clients26
DateNov 2011
Total AUM$27.2M
Discretionary$27.2M
Non-Disc.$0
Employees1
Clients101
DateMar 2011
Total AUM$27.2M
Discretionary$27.2M
Non-Disc.$0
Employees5
Clients--
DateFeb 2011
Total AUM$25.1M
Discretionary$25.1M
Non-Disc.$0
Employees5
Clients--
DateMar 2010
Total AUM$25.1M
Discretionary$25.1M
Non-Disc.$0
Employees5
Clients--
DateMar 2008
Total AUM$39.1M
Discretionary$39.1M
Non-Disc.$0
Employees5
Clients--
DateFeb 2007
Total AUM$40M
Discretionary$40M
Non-Disc.$0
Employees5
Clients--
DateJan 2006
Total AUM$34.2M
Discretionary$34.2M
Non-Disc.$0
Employees5
Clients--
DateFeb 2005
Total AUM$31.2M
Discretionary$31.2M
Non-Disc.$0
Employees5
Clients--