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President, Member · Cutler Investment Group

Erich M. Patten

CRD 4670959 · Named on Form ADV at one SEC-registered adviser

At a glance

Cutler Investment Group, an SEC-registered wealth manager based in Jacksonville, OR with $1.5 billion in regulatory assets, lists Erich M. Patten on its Form ADV as President, Member, a control person.

Firms and roles

AtlasMembers

Erich’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Erich’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.