The STONEBRIDGE FINANCIAL GROUP CALIFORNIA is a privately held investment adviser that advises $896mn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. STONEBRIDGE FINANCIAL GROUP CALIFORNIA is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets remained the same over the last few years.
The Group has been registered with the SEC for 0.5 years and is comprised of 1 filing and 0 relying advisers. They operate out of 2 office locations with their Headquarters at 100 SMITH RANCH ROAD, SUITE 112, SAN RAFAEL, CALIFORNIA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 21 employees comprised of 12 investment and 9 non-investment staff. The total number of Employees remained the same over the last few years.
Their $896mn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 14 other accounts. Assets of High Net Worth Individuals clients own $642.6mn or 71.72% of Total Assets and Individuals own $247.88mn or 27.66% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 4 types of clients, top clients are High Net Worth Individuals and Individuals.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees and management fees.
STONEBRIDGE FINANCIAL GROUP CALIFORNIA names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.