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Building 2STONEBRIDGE FINANCIAL GROUP

Map pinSAN RAFAEL, CA
Phone4154614961
NotebookSEC #801-135258
Total AUM
$896M
Employees
21
Clients
951

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
100 SMITH RANCH ROAD, SUITE 112
SAN RAFAEL
CA 94903
United States
Operating Hours
8-5
Monday - Friday
Phone
4154614961
Other Offices
2

ReceiptFinancials

Total AUM
$896M
Accounts
1,871
Discretionary
$896M
Accounts
1,871
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
684
AUM
$247.9M
HNW Individual Clients
253
AUM
$642.6M
Pension/Profit Sharing Plan Clients
9
AUM
$2.9M
Corporation or Business Clients
5
AUM
$2.6M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOCTFLGAILINMAMIMONCNJNVNYORPATNTXUTVAWA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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