Shareholder/research & Portfolio MGR. · Mengis Capital Management, Inc.
Michael D. Patterson
CRD 5433545 · Named on Form ADV at one SEC-registered adviser
At a glance
Mengis Capital Management, Inc., an SEC-registered wealth manager based in Portland, OR with $903 million in regulatory assets, lists Michael D. Patterson on its Form ADV as Shareholder/research & Portfolio MGR., a control person.
Firms and roles
- Mengis Capital Management, Inc.Shareholder/research & Portfolio MGR.Wealth manager · Portland, OR · $903M in regulatory assets
AtlasMembers
Michael’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
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
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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
- Martin J. BatsAssociate Advisor, Mengis Capital Management, Inc.
- Joseph J. MengisPresident/director, Mengis Capital Management, Inc.
- Cynthia M. AschbacherChief Compliance Officer/portfolio MGR., Mengis Capital Management, Inc.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Michael’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.