Stonebridge Capital Advisors

Founded in 1997, Stonebridge Capital Advisors is an SEC-Registered Investment Advisor with an established focus on customized investment and wealth management solutions. Serving high net worth individuals, families, nonprofits, and institutions, we connect with our clients to understand their unique financial needs. In this way, we develop well-structured investment portfolios and form long-lasting partnerships. Our founders structured Stonebridge as a Limited Liability Corporation (LLC) to maintain control of the firm through employee ownership. Today, Stonebridge is majority-owned by its employees and board of directors, with $2 billion in assets under management. This page is a publication of Stonebridge Capital Advisors,...

Investment management,wealth management,institutional advisory services,third-party asset management,financial planning,portfolio management,customized investment services,customized wealth services,economic outlooks,investing,mutual funds,etfs,smas,investment policy statement,community partnership,fixed income,equity,fiduciary,retirement planning,tax planning,and values-based investing

Stonebridge capital advisors operates in the Financial services industry.

Stonebridge capital advisors's revenue is 11m - 100m

Stonebridge capital advisors has 11 - 50 employees.