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Building 2STONEBRIDGE FINANCIAL GROUP, LLC

Map pinST. LOUIS, MO
Phone314-729-9500
NotebookSEC #801-134287
Total AUM
$2.4B
Employees
10
Clients
805

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3770 SOUTH LINDBERGH BOULEVARD, SUITE 102
ST. LOUIS
MO 63127
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
314-729-9500
Other Offices
1

ReceiptFinancials

Total AUM
$2.4B
Accounts
1,623
Discretionary
$605.3M
Accounts
1,561
Non-Discretionary
$1.8B
Accounts
62

ContactClients

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Individual Clients
596
AUM
$149.5M
HNW Individual Clients
142
AUM
$439.5M
Pension/Profit Sharing Plan Clients
67
AUM
$1.8B

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLIDILLAMONENHTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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