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Building 2STONEBRIDGE CAPITAL MANAGEMENT

Map pinPARAMUS, NJ
Phone973-244-9696
NotebookSEC #801-40364
Total AUM
$197.8M
Employees
3
Clients
296

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
52 FOREST AVENUE
PARAMUS
NJ 07652
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
973-244-9696

ReceiptFinancials

Total AUM
$197.8M
Accounts
458
Discretionary
$197.8M
Accounts
458
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
198
AUM
$50M
HNW Individual Clients
92
AUM
$145.5M
Pension/Profit Sharing Plan Clients
3
AUM
$1.9M
Charitable Organization Clients
1
AUM
$96.4K
Corporation or Business Clients
2
AUM
$271.3K

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTFLNHNJNYTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 7 other businesses.

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