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Building 2STONEBRIDGE CAPITAL MANAGEMENT INC

Map pinLOS ANGELES, CA
Phone310-277-1450
NotebookSEC #801-5363
Total AUM
$268.7M
Employees
5
Clients
212

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1801 CENTURY PARK EAST
SUITE 1800
LOS ANGELES
CA 90067
United States
Operating Hours
7:30 - 5:00
Monday - Friday
Phone
310-277-1450

ReceiptFinancials

Total AUM
$268.7M
Accounts
212
Discretionary
$268.7M
Accounts
212
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
130
AUM
$14.4M
HNW Individual Clients
79
AUM
$243.9M
Pension/Profit Sharing Plan Clients
2
AUM
$7.9M
Charitable Organization Clients
1
AUM
$2.4M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
CHARITABLE FOUNDATIONS & PARTNERSHIPS
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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

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