STONEBRIDGE FINANCIAL GROUP, LLC
Doing business as STONEBRIDGE FINANCIAL GROUP. SEC Form ADV profile.
Total regulatory AUM
$895,995,473
Discretionary
$895,995,473
Non-discretionary
$0
Firm details
- CRD number
- 340200
- SEC file number
- 801-135258
- Main office
- SAN RAFAEL, CA, United States
- Employees
- 21
- SEC status
- Approved
- Website
- https://www.sb-fg.com
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.