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Building 2STONEBRIDGE CAPITAL ADVISORS LLC

Map pinST. PAUL, MN
Phone651-251-1000
NotebookSEC #801-53760
Total AUM
$2.5B
Employees
31
Clients
1,676

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2550 UNIVERSITY AVENUE WEST
SUITE 455-S
ST. PAUL
MN 55114-1017
United States
Operating Hours
8:30 AM TO 4:30 PM CST
Monday - Friday
Phone
651-251-1000
Other Offices
2

ReceiptFinancials

Total AUM
$2.5B
Accounts
3,151
Discretionary
$2.4B
Accounts
3,083
Non-Discretionary
$70.3M
Accounts
68

ContactClients

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Individual Clients
1,071
AUM
$414.3M
HNW Individual Clients
538
AUM
$1.4B
Investment Company Clients
1
AUM
$111M
Pension/Profit Sharing Plan Clients
1
AUM
$10.4M
Charitable Organization Clients
31
AUM
$145.9M
Investment Advisor Clients
1
AUM
$5.4M
Insurance Company Clients
15
AUM
$364M
Corporation or Business Clients
18
AUM
$97.3M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionCompany Portfolio ManagementEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPublications
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALARAZCACOCTFLGAIAILKSKYLAMAMDMIMNMONCNDNENHNVNYOHOKORPASDTNTXUTVAWAWI

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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