Stewart & Patten Co LLC

Stewart & Patten Co LLC (CRD# 109235) is a financial advisory firm headquartered in Lafayette, CA. They manage $1,028,662,783 in 773 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,029
    MILLION
  • Total Number of Accounts
    773
    ACCOUNTS
  • Average Account Value
    $1,330,741
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, MA, NY, OR, TX, WA

Financial Advisors at Stewart & Patten Co LLC
Showing 1 - 3 of 3 top financial advisors.
1
Robert M. Gentry
CRD#: 1397169
3675 Mt. Diablo Blvd, Suite 340, Lafayette, CA 94549

Robert Gentry (CRD# 1397169) is an Investment Advisor Representative working at Stewart & Patten Co LLC in Lafayette, CA and has over 25 years of experience in the finance industry.

2
Alex Lilles
CRD#: 3190871
3675 Mt. Diablo Blvd, Suite 340, Lafayette, CA 94549

Alex Lilles (CRD# 3190871) is an Investment Advisor Representative working at Stewart & Patten Co LLC in Lafayette, CA and has over 25 years of experience in the finance industry.

3
Lori E. Sherman
CRD#: 2790268
3675 Mt. Diablo Blvd, Suite 340, Lafayette, CA 94549

Lori Sherman (CRD# 2790268) is an Investment Advisor Representative working at Stewart & Patten Co LLC in Lafayette, CA and has 1 year of experience in the finance industry.

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