Stewart & Patten Co LLC
Legal Name: STEWART & PATTEN CO LLC
1 POST STREET, SUITE 850, SAN FRANCISCO, CA
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 is legally known as STEWART & PATTEN CO LLC. It is a CA Limited Liability Company. This firm has 6 employees, of which 6 are employees in advisory roles. The number of clients served by it is unknown. The firm's last reported SEC (U.S. Securities and Exchange Commission) status is listed as “Approved”, with a registration date of Jan 2, 1998.
Direct Owners
-
LORI EILEEN SHERMAN
MEMBER,PRINCIPAL, CFP, CHIEF COMPLIANCE OFFICER owns more than 25% but less than 50%
-
ROBERT MATTHEW GENTRY
MEMBER, PRINCIPAL, CFA owns more than 25% but less than 50%
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Top Holdings
Period of report:
Jun 30, 2019
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Effectiveness Date:
Jul 17, 2019
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