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| Stonebridge Financial Group LLC
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|---|---|
| CRD # | 337972 |
| SEC # | 801-134287 |
| CIK # | 0002009367 |
| AUM | 2,398.2 M (2026-06-29) |
| Employees | 10 (70% Investors, 0% Brokers) |
| Phone | 314-729-9500 |
| Address | 3770 South Lindbergh Boulevard, Suite 102 St Louis, MO 63127 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 38.9 | ||
| Alphabet Inc | 15.6 | ||
| ETFS Gold Trust | 15.4 | ||
| Microsoft Corp | 12.9 | ||
| iShares Comex Gold Trust | 12.5 | ||
| J P Morgan Chase & Co | 12.5 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 596 | 0.1 |
| (b) Individuals (high net worth individuals) | 142 | 0.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 67 | 1.8 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,623 | 2.4 |
| By Discretionary | ||
| Discretionary | 1,561 | 0.6 |
| Non-Discretionary | 62 | 1.8 |
| Total | 1,623 | 2.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.4 | |
| Total | 1,623 | 2.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002009367] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
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