Stonebridge Capital Management Nw, LLC
Firm details
- Headquarters
- ,
- CRD number
- 147392
- Website
- stonebridgenw.net
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI88.04%
- Individuals11.96%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Stonebridge Capital Management Nw, LLC operates as an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves primarily individual and family clients and charges fees as a percentage of assets under management. Its advisory work focuses on financial planning and discretionary portfolio management for individuals and small businesses. Stonebridge does not identify itself as an active ESG investor and is not listed as a capital allocator or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds84%
- US Government Bonds6%
- Cash & Cash Equivalents4%
- Exchange Traded Equities3%
- State & Local Bonds3%
Contacts
2 of 2
Walker Sandlin
Principal and Portfolio ManagerCRD 2855862
Brian Hogan
PrincipalCRD 2982196
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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