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| Happy Holidays!! thanks for using AUM13F!! |
| Stonebridge Financial Group LLC
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|---|---|
| CRD # | 327529 |
| SEC # | 801-129034 |
| CIK # | 0002009367 |
| AUM | $1.8 B (2025-05-06) |
| Employees | 26 (77% Investors, 69% Brokers) |
| Phone | 717-736-7007 |
| Address | 602 North Front Street Wormleysburg, PA 17043 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| SPDR Gold Trust | 30.2 | ||
| Apple Inc | 28.1 | ||
| Microsoft Corp | 14.6 | ||
| ETFS Gold Trust | 12.3 | ||
| iShares Comex Gold Trust | 10.6 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 820 | 290.5 |
| (b) Individuals (high net worth individuals) | 332 | 1,046.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 138 | 424.1 |
| (h) Charitable organizations | 2 | 4.2 |
| (i) State or municipal government entities | 1 | 49.1 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 6 | 16.9 |
| (n) Other | 0 | 0.0 |
| Total | 4,021 | 1,831.3 |
| By Discretionary | ||
| Discretionary | 3,472 | 1,689.7 |
| Non-Discretionary | 549 | 141.6 |
| Total | 4,021 | 1,831.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,831.3 | |
| Total | 4,021 | 1,831.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002009367] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Private Wealth Asset Management LLC
✚
|
NE | 1.8 |
|
Balis Enterprises LLC
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|
1.8 | |
|
Traynor Capital Management Inc
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PA | 1.8 |
|
United Asset Strategies Inc
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NY | 1.8 |
|
The Investment Counsel Company of Nevada
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NV | 1.8 |
|
AMI Asset Management Corp
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CA | 1.8 |
|
Redhawk Wealth Advisors Inc
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|
MN | 1.8 |
|
Expand Financial LLC
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|
1.8 | |
|
Golden State Wealth Management LLC
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|
CA | 1.8 |
|
LES Placements Louisbourg Inc Louisbourg Investments Inc
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|
1.8 |