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Lori Eileen Sherman

STEWART & PATTEN CO LLC·LAFAYETTE, California
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3675 MT. DIABLO BLVD, SUITE 340, LAFAYETTE, CA 94549CRD# 2790268Firm CRD# 109235
01

About

Lori Eileen Sherman is a registered financial advisor based in LAFAYETTE, California, affiliated with STEWART & PATTEN CO LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
STEWART & PATTEN CO LLC
STEWART & PATTEN CO LLC
AUM
$1.0B
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at STEWART & PATTEN CO LLC →
Services
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2790268
Firm CRD# 109235
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Lori Eileen Sherman offer?
Lori Eileen Sherman specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in LAFAYETTE, California for a consultation.
What are Lori Eileen Sherman's credentials?
Lori Eileen Sherman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Lori Eileen Sherman located?
Lori Eileen Sherman is based in LAFAYETTE, California, working with STEWART & PATTEN CO LLC. Their office serves clients in the LAFAYETTE metropolitan area and surrounding communities.
How does Lori Eileen Sherman charge for services?
Lori Eileen Sherman's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is STEWART & PATTEN CO LLC?
STEWART & PATTEN CO LLC has approximately 5 employees and manages $1.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in California
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City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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