STEWART & PATTEN CO LLC

LAFAYETTE, California·3 registered advisors·CRD# 109235
SEC# 801-551720415-421-4932
01

Firm Overview

AUM
$1.0B
Regulatory assets under management
Employees
5
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
03

Specialties

Investment ManagementWealth ManagementFee-Only Advisory
04

Advisors at STEWART & PATTEN CO LLC

3 registered advisors
Lori Eileen Sherman
LAFAYETTE, California
Robert Matthew Gentry
LAFAYETTE, California
Ronald Sheridan Patten
SAN FRANCISCO, California
05

Office Locations

LAFAYETTE, California
2 advisors
SAN FRANCISCO, California
1 advisor

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Data sourced from SEC Form ADV filings. STEWART & PATTEN CO LLC (CRD# 109235) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.