Stonebridge Financial Group, LLC

Overview

Stonebridge Financial Group, LLC is an independent registered investment adviser organized as an LLC. The firm became SEC-registered in 2023 and is owned by an individual principal. Its client mix spans high-net-worth individuals and families as well as institutional clients. Advisory services include financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting. Stonebridge also conducts business as a registered representative of a broker-dealer and operates as an insurance broker. Fees are charged via a combination of percentage-of-AUM arrangements, hourly billing, and fixed-fee engagements. The firm does not identify as an active ESG investor and does not act as a capital allocator; instead, it sources third-party managers when deploying into alternative strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices