Stonebridge Investment Counsel LLC

Assets, Funds, Holdings

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Regulatory AUM vs AUM

Type	Result	AUM ($B)

Stonebridge Investment Counsel LLC ✚
CRD #	122477
SEC #	801-117944
CIK #
AUM
Employees	5 (40% Investors, 0% Brokers)
Phone	615-309-0832
Address	Loews Vanderbilt Plaza Nashville, TN 37203
Source	[IAPD] [Website] [LinkedIn]

Total AUM ($M) Copy

AUM Breakdown	Accounts	AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals)	25	2.3
(b) Individuals (high net worth individuals)	65	130.6
(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	0	0.0
(h) Charitable organizations	3	21.7
(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	342	154.6
By Discretionary
Discretionary	342	154.6
Non-Discretionary	0	0.0
Total	342	154.6
By Non-United States Persons
Non-United States Persons		0.0
United States Persons		154.6
Total	342	154.6

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