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STONEBRIDGE FINANCIAL GROUP, LLC

SEC Form ADV profile.

Total regulatory AUM
$2,276,868,952
Discretionary
$2,116,058,919
Non-discretionary
$160,810,033

Firm details

CRD number
327529
SEC file number
801-129034
Main office
WORMLEYSBURG, PA, United States
Employees
29
SEC status
Approved
Fee structure
Percentage of AUM Hourly Fixed fees

As of October 2026.