STONEBRIDGE FINANCIAL GROUP

Company Profile

As of Date 08/07/2026
ADV Location United States, MI
Websites
AUM* 1,635,391,134 11%
of that, discretionary 1,071,146,062 2200%
Number of Employees 26 420%
of those in investment advisory functions 17 325%
Private Fund GAV* 0
Avg Account Size 616,199 785%
High Net Worth 16.09% 498%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions

Recent News

Reported AUM

1B 918M 765M 612M 459M 306M 153M
2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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