STONEBRIDGE FINANCIAL GROUP, LLC

Company Profile

As of Date 07/31/2026
Websites
AUM* 4,675,037,267 196%
of that, discretionary 2,721,373,246 84%
Number of Employees 39 11%
of those in investment advisory functions 28 17%
Private Fund GAV* 0
Avg Account Size 757,582 90%
High Net Worth 23.56% -2%
SMA’s No
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
- Charitable organizations
- State or municipal government entities
- Corporations or other businesses not listed above

Advisory Activities

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

Compensation Arrangments

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

Recent News

Reported AUM

3B 2B 2B 2B 1B 778M 389M
2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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