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STONEBRIDGE ADVISORS LLC
WILTON, CT
203-762-0004
SEC #801-63899Total AUM
$11.8B
Employees
15Clients
255Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
10 WESTPORT ROAD
SUITE C101
WILTON
CT 06897-4543
United States
SUITE C101
WILTON
CT 06897-4543
United States
Operating Hours
9:00AM-5:00PM
Monday - Friday
Monday - Friday
Phone
203-762-0004
Financials
Total AUM
$11.8B
Accounts
3,739Discretionary
$11.8B
Accounts
3,739Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
210AUM
$68M
HNW Individual Clients
11AUM
$50.8M
Investment Company Clients
4AUM
$10.3B
Pension/Profit Sharing Plan Clients
11AUM
$72.1M
Charitable Organization Clients
7AUM
$33.3M
Investment Advisor Clients
5AUM
$1.3B
Corporation or Business Clients
5AUM
$14.4M
Other Clients
2AUM
$16.9M
Description of Other Clients
ENDOWMENTS AND FOUNDATIONS
Services
Services Offered
Company Portfolio ManagementIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM
Compliance
Disclosures
SEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation FindingSRO Rule Violation
State Registrations
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Affiliates
Affiliates
Reported 7 business affiliates.
Claimed Affiliates
Reported as an affiliate by 6 other businesses.