Stewart & Patten Co LLC
Legal Name: STEWART & PATTEN CO LLC
Full Contact Details
Stewart & Patten Co LLC
1 POST STREET, SUITE 850, SAN FRANCISCO, CA
415-421-4932
415-421-0710
Other Info
Stewart & Patten Co LLC, also known as STEWART & PATTEN CO LLC, is a California Limited Liability Company comprising of 6 employees, all of whom work in advisory roles. While the number of clients served by the firm is unclear, it has been registered with the SEC since 1998 and its registration status is listed as Approved.
Stewart & Patten Company, a Registered Investment Adviser
Stewart and Patten, located near San Francisco, manages investment accounts for individuals, families, foundations, estates and corporations.
Direct Owners
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LORI EILEEN SHERMAN
MEMBER,PRINCIPAL, CFP, CHIEF COMPLIANCE OFFICER owns more than 25% but less than 50%
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ROBERT MATTHEW GENTRY
MEMBER, PRINCIPAL, CFA owns more than 25% but less than 50%
Firms Located Nearby
News
- Navigating the Tempest: Unveiling Q4 2023 to Q1 2024 Finance Sector Swells and Dips
- Stewart & Patten Co LLC Q3 2023 vs. Q4 2023 13F Holdings Comparison
- Stewart & Patten Co LLC Q2 2023 vs. Q3 2023 13F Holdings Comparison
- Stewart & Patten Co LLC Q1 2023 vs. Q2 2023 13F Holdings Comparison
- The Rise and Fall of Top Holdings: A Comparison of Stewart & Patten Co LLC Q4 2022 vs. Q1 2023
Top Holdings
- UNION PAC CORP $5,968k
- ORACLE CORP $1,922k
- PACCAR INC $1,913k
- DISNEY WALT CO $1,866k
- MCDONALDS CORP $1,495k
- GENERAL ELECTRIC CO $1,405k
- QUALCOMM INC $1,293k
- Berkshire Hathaway, Inc. $1,163k
- GRAINGER W W INC $1,109k
- Growth Fd Amer Inc Com $1,039k