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STONEBRIDGE FINANCIAL GROUP
STONEBRIDGE FINANCIAL GROUP, LLC
CRD 340200 · SEC 801-135258
100 SMITH RANCH ROAD, SUITE 112, SAN RAFAEL, CA, 94903, United States
Phone
4154614961
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$896.0M
Discretionary AUM
$896.0M
Team
21 total employees; 12 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 684 | $247.9M |
| High net worth individuals | 253 | $642.6M |
| Pension/profit sharing plans | 9 | $2.9M |
| Corporations/business entities | 5 | $2.6M |
States served
AZ, CA, CO, GA, IL, IN, MA, MI, NV, NJ, NY, NC, OR, PA, TN, UT, VA, MO, WA, TX, CT, FL
All web addresses on file
Official SEC filing: View on IAPD