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STONEBRIDGE FINANCIAL GROUP, LLC
CRD 327529 · SEC 801-129034
602 NORTH FRONT STREET, WORMLEYSBURG, PA, 17043, United States
Phone
717-736-7007
Fax
717-761-6127
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$2.28B
Discretionary AUM
$2.12B
Team
29 total employees; 21 advisory reps; 1 broker-dealer reps
Clients
More than 500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 896 | $343.3M |
| High net worth individuals | 391 | $1.29B |
| Pension/profit sharing plans | 156 | $570.0M |
| Charitable organizations | 7 | $19.2M |
| State/municipal entities | 1 | $49.5M |
| Corporations/business entities | 6 | $9.0M |
States served
AZ, CA, CO, DE, GA, IL, LA, ME, MD, MA, NJ, NY, NC, OH, PA, SC, VA, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD