Stewart & Patten Co LLC is a large advisory firm based in San Francisco. It manages $840.77 million of regulatory assets for 768 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, New York, Oregon, and 3 other states.
Stewart & Patten provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Stewart & Patten Co LLC is $840.77 million. The firm's AUM has grown by 104% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Stewart & Patten Co LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, charitable organizations, high net worth individuals, and corporations or other businesses. The largest group of clients of Stewart & Patten is high net worth individuals with 229 clients and $739.06 million of assets under management. Among the 11 most similar advisory firms, Stewart & Patten has the 3rd highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $835.36 million for 357 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Stewart & Patten doesn't advise any private funds.
The company employs 6 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. 4 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Stewart & Patten Co LLC performs its advisory services is located at 1 Post Street, Suite 850, San Francisco, CA 94104, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 415-421-4932 or by fax 415-421-0710. The normal business hours are 7:30 am to 4:30 pm on Monday - Friday. You can find more information about the New York firm at stewartandpatten.com.