Stonebridge Financial Group, LLC
Firm details
- Headquarters
- Wormleysburg, Pennsylvania
- CRD number
- 327529
- Registered since
- November 8, 2023
- Website
- www.stonebridgefg.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI56.48%
- Pension & Profit Sharing Plans25.03%
- Individuals15.08%
- State / Municipal Government2.17%
- Charitable Organizations0.84%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Stonebridge Financial Group, LLC is an independent registered investment adviser organized as a limited liability company. The firm serves both individual and family clients as well as institutional clients, offering financial planning and discretionary portfolio management across individuals, small businesses and institutions, and pension consulting services. Its fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. Stonebridge also conducts business as a registered representative of a broker-dealer and as an insurance broker, which aligns with its use of insurance products in client solutions. The adviser is SEC-registered (since 2023) and is individually owned.
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 Funds72%
- Exchange Traded Equities21%
- US Government Bonds5%
- State & Local Bonds1%
- Cash & Cash Equivalents1%
Owners & executives
2 of 2
Cody Gehman
Director & COOCRD 6882334
Robert Seiden
CEO & FounderCRD 5820671
Contacts
3 of 23
Jonathan Freeman
Managing DirectorCRD 2893953
Brian Mccarver
Managing DirectorCRD 2933493
Bradley Sanders
DirectorCRD 5368469
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 179Active vs passive
$1.3B in ETFs
62%
$796M
36%
$492M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE DIVIDEND GROWTH ETF (DGRO) | BlackRock | Passive | Large Value | $62.5M | 825,225 | 4.85% |
Location
Wormleysburg, PA
Cumberland
Location
Wormleysburg, PA
Headquartered in Wormleysburg, PA, anchoring the Harrisburg-York-Lebanon, PA metro in the Northeast.
- Metro area
- Harrisburg-York-Lebanon, PA
- Region
- Northeast
- County
- Cumberland
- Address
- 602 N Front St
- Time zone
- ET (UTC-5)
- Office locations
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