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).
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Total Assets Under Management1,029MILLION
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Total Number of Accounts773ACCOUNTS
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Average Account Value$1,330,741
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AZ, CA, MA, NY, OR, TX, WA
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.
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.
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.