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| Stonebridge Financial Group LLC
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| |
|---|---|
| CRD # | 327529 |
| SEC # | 801-129034 |
| CIK # | |
| AUM | $1.6 BB (2024-05-28) |
| Employees | 26 (65% Investors, 58% Brokers) |
| Phone | 717-736-7007 |
| Address | 602 North Front Street Wormleysburg, PA 17043 |
| Source | [IAPD] [Website] [Facebook] [Instagram] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 785 | 271.1 |
| (b) Individuals (high net worth individuals) | 292 | 873.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 128 | 380.5 |
| (h) Charitable organizations | 5 | 5.3 |
| (i) State or municipal government entities | 0 | 38.1 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 6 | 13.4 |
| (n) Other | 0 | 0.0 |
| Total | 3,697 | 1,581.6 |
| By Discretionary | ||
| Discretionary | 3,235 | 1,477.3 |
| Non-Discretionary | 462 | 104.3 |
| Total | 3,697 | 1,581.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,581.6 | |
| Total | 3,697 | 1,581.6 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Vernal Point Advisors LLC
✚
|
CA | 1.6 |
|
Artemis Wealth Advisors LLC
✚
|
NY | 1.6 |
|
Neville Rodie & Shaw Inc
✚
|
NY | 1.6 |
|
Mitchell Sinkler & Starr Inc
✚
|
PA | 1.6 |
|
Wealhouse Capital Limited Partnership
✚
|
1.6 | |
|
Cardinal Point Capital Management ULC
✚
|
1.6 | |
|
Pinnacle Wealth Management Advisory Group LLC
✚
|
NJ | 1.6 |
|
Wedmont Private Capital LLC
✚
|
PA | 1.6 |
|
Diversified Management Inc
✚
|
WI | 1.6 |
|
Consolidated Planning Corporation
✚
|
GA | 1.6 |