Overview
Assets Under Management: $1.0 billion
Headquarters: LAFAYETTE, CA
High-Net-Worth Clients: 231
Average Client Assets: $4.0 million
Frequently Asked Questions
STEWART & PATTEN CO LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #109235), STEWART & PATTEN CO LLC is subject to fiduciary duty under federal law.
STEWART & PATTEN CO LLC is headquartered in LAFAYETTE, CA.
STEWART & PATTEN CO LLC serves 231 high-net-worth clients according to their SEC filing dated February 20, 2024. View client details ↓
According to their SEC Form ADV, STEWART & PATTEN CO LLC offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
STEWART & PATTEN CO LLC manages $1.0 billion in client assets according to their SEC filing dated February 20, 2024.
According to their SEC Form ADV, STEWART & PATTEN CO LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 231
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 90.18%
Average Client Assets: $4.0 million
Total Client Accounts: 773
Discretionary Accounts: 730
Non-Discretionary Accounts: 43
Regulatory Filings
CRD Number: 109235
Filing ID: 1825609
Last Filing Date: 2024-02-20 17:47:00