Overview
Assets Under Management: $198 million
Headquarters: PARAMUS, NJ
High-Net-Worth Clients: 92
Average Client Assets: $1.6 million
Frequently Asked Questions
STONEBRIDGE CAPITAL MANAGEMENT is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #106341), STONEBRIDGE CAPITAL MANAGEMENT is subject to fiduciary duty under federal law.
STONEBRIDGE CAPITAL MANAGEMENT is headquartered in PARAMUS, NJ.
STONEBRIDGE CAPITAL MANAGEMENT serves 92 high-net-worth clients according to their SEC filing dated February 28, 2024. View client details ↓
According to their SEC Form ADV, STONEBRIDGE CAPITAL MANAGEMENT offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
STONEBRIDGE CAPITAL MANAGEMENT manages $198 million in client assets according to their SEC filing dated February 28, 2024.
According to their SEC Form ADV, STONEBRIDGE CAPITAL MANAGEMENT serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 92
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 73.58%
Average Client Assets: $1.6 million
Total Client Accounts: 458
Discretionary Accounts: 458
Regulatory Filings
CRD Number: 106341
Filing ID: 1832257
Last Filing Date: 2024-02-28 18:46:00