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STONEBRIDGE FINANCIAL GROUP, LLC
CRD 337972 · SEC 801-134287
3770 SOUTH LINDBERGH BOULEVARD, SUITE 102, ST. LOUIS, MO, 63127, United States
Phone
314-729-9500
Fax
314-729-9501
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$2.40B
Discretionary AUM
$605.3M
Team
10 total employees; 7 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 596 | $149.5M |
| High net worth individuals | 142 | $439.5M |
| Pension/profit sharing plans | 67 | $1.81B |
States served
AZ, CA, CO, ID, IL, LA, NE, MO, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD