STONEBRIDGE FINANCIAL GROUP, LLC

RIASEC RegisteredEst. 2023

Total AUM

$2.3B

Discretionary

$2.1B

93% of AUM

Avg account

$501K

Accounts

4,548

Employees

Advisory reps

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

FINTRX

Overview

Stonebridge Financial Group, LLC is an independent, SEC-registered registered investment adviser that began SEC registration in 2023 and is owned by an individual. The firm operates as a hybrid business: it provides fee-based advisory services while also acting as a registered representative of a broker-dealer and as an insurance broker. Its client base spans individuals and families as well as institutional clients. Advisory services listed by the firm include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting services. The firm offers a mix of fee arrangements (percentage of AUM, hourly, and fixed fees). Although pension consulting appears among the services offered, Stonebridge does not identify itself as a pension consultant in its registration flags. The firm does not market itself as an active ESG investor and is not designated as a multi-state adviser or a capital allocator.