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STONEBRIDGE FINANCIAL SOLUTIONS, INC
STONEBRIDGE FINANCIAL SOLUTIONS, INC.
CRD 139911
9896 ROSEMONT AVENUE, STE #101, LONE TREE, CO, 80124, United States
Phone
720-895-8200
Fax
720-895-8222
Registration
— (—)
Source
State registered
Total AUM
$41.7M
Discretionary AUM
$39.7M
Team
3 total employees; 2 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; SELECTION OF OTHER ADVISERS
Org form
Corporation
Filing date
2026-03-16
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 169 | $25.9M |
| High net worth individuals | 4 | $15.8M |
All web addresses on file
Official SEC filing: View on IAPD