STEWART & PATTEN CO LLC
Total AUM
$1B
Employees
5Clients
333Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
3675 MT. DIABLO BLVD, SUITE 340
LAFAYETTE
CA 94549
United States
LAFAYETTE
CA 94549
United States
Operating Hours
7:30 AM TO 4:30 PM
Monday - Friday
Monday - Friday
Phone
415-421-4932
Financials
Total AUM
$1B
Accounts
773Discretionary
$1B
Accounts
730Non-Discretionary
$18.5M
Accounts
43
Clients
Individual Clients
91AUM
$39.1M
HNW Individual Clients
231AUM
$927.7M
Charitable Organization Clients
7AUM
$57.9M
Corporation or Business Clients
4AUM
$4M
Services
Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
AZCAMANYORTXWA
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.