Overview
Assets Under Management: $2.3 billion
Headquarters: ST. PAUL, MN
High-Net-Worth Clients: 466
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Institutional Clients, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 466
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 52.81
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 2,982
Discretionary Accounts: 2,928
Non-Discretionary Accounts: 54
Regulatory Filings
CRD Number: 111447
Filing ID: 1970202
Last Filing Date: 2025-03-31 16:12:00
Website: https://stonebridgecap.com