|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Stonebridge Advisors LLC
✚
|
|
|---|---|
| CRD # | 134017 |
| SEC # | 801-63899 |
| CIK # | 0001367441 |
| AUM | $10.8 B (2025-03-21) |
| Employees | 17 (59% Investors, 6% Brokers) |
| Phone | 203-762-0004 |
| Address | 10 Westport Road Wilton, CT 06897-4543 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Cisco Systems Inc | 2.1 | ||
| Microsoft Corp | 1.7 | ||
| Broadcom Inc | 1.6 | ||
| Facebook Inc | 1.5 | ||
| Amazon Com Inc | 1.2 | ||
| Nvidia Corp | 1.1 | ||
| CrowdStrike Holdings Inc | 1.1 | ||
| Palo Alto Networks Inc | 1.1 | ||
| Alphabet Inc | 1.1 | ||
| Netflix Inc | 0.9 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 234 | 0.1 |
| (b) Individuals (high net worth individuals) | 13 | 0.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 4 | 9.2 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 11 | 0.1 |
| (h) Charitable organizations | 7 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 4 | 1.4 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 6 | 0.0 |
| (n) Other | 2 | 0.0 |
| Total | 4,022 | 10.8 |
| By Discretionary | ||
| Discretionary | 4,022 | 10.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 4,022 | 10.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 10.8 | |
| Total | 4,022 | 10.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001367441] | |
| 13F-NT | [0001367441] | |
| 3 | [0001367441] |
| Form 3/4/5 Subject | 2011 - 2025 |
|---|---|
| First Trust Intermediate Duration Preferred & Income Fund | |
| Stonebridge Advisors LLC |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
State Farm Investment Management Corp
✚
|
IL | 11.3 |
|
Jensen Investment Management Inc
✚
|
OR | 11.2 |
|
Mercury Advisory LLC
✚
|
CA | 11.1 |
|
Greenhaven Associates Inc
✚
|
NY | 10.9 |
|
Everett Harris & Co
✚
|
CA | 10.9 |
|
Fondsmaeglerselskabet MAJ Invest A/S
✚
|
10.7 | |
|
Frontier Capital Management Co LLC
✚
|
MA | 10.7 |
|
Asset Preservation Advisors LLC
✚
|
GA | 10.7 |
|
United Planners' Financial Services of America A Limited Partner
✚
|
AZ | 10.6 |
|
James Hambro & Partners LLP
✚
|
10.6 |