STEWART & PATTEN CO LLC
Lafayette, California
Stewart & Patten Co LLC, a reputable local investment advisory firm based out of Lafayette, CA, is dedicated to providing top-notch investment advisory services. With a single office, they cater to a diverse clientele seeking expert guidance in managing their assets. With a team of five highly skilled professionals, Stewart & Patten Co LLC ensures personalized attention to each client. The firm boasts an impressive average of approximately $187,090,000 in assets under management per investment advisor, significantly surpassing the industry average. Their compensation structure is multifaceted, including a percentage of assets und...
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Assets Under Mgmt

$935.44M

Investment Professionals

5

Locations

0

% 401K & Individual

4%

% Discretionary

98%
Compensation Structure
A percentage of assets under your management
Services Provided Section
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
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