1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2STEWART & PATTEN CO LLC

Map pinLAFAYETTE, CA
Phone415-421-4932
NotebookSEC #801-55172
Total AUM
$1B
Employees
5
Clients
333

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3675 MT. DIABLO BLVD, SUITE 340
LAFAYETTE
CA 94549
United States
Operating Hours
7:30 AM TO 4:30 PM
Monday - Friday
Phone
415-421-4932

ReceiptFinancials

Total AUM
$1B
Accounts
773
Discretionary
$1B
Accounts
730
Non-Discretionary
$18.5M
Accounts
43

ContactClients

View more in analytics →

Individual Clients
91
AUM
$39.1M
HNW Individual Clients
231
AUM
$927.7M
Charitable Organization Clients
7
AUM
$57.9M
Corporation or Business Clients
4
AUM
$4M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAMANYORTXWA

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account