$1,200MM AUM | $5.7MM GDC in Saint Paul, MN

Market
Advisor
Member Level
Premier
Last Activity
within 2 months
General
Listing Type
Buyer | Merge
Location
Saint Paul, MN, US
Fee 0% Commission 100%
$5,700,000
Gross Revenue
1,288
# of Accounts
50
Avg Client Age
Overview

Stonebridge is an SEC registered Investment Advisor founded on the premise of offering customized separately managed portfolios. Established in 1997 and located in Saint Paul, MN, our team of 23 investment professionals offers an average of three decades of experience as Portfolio Managers and Analysts. Our hope is to expand exposure of our customized investment solutions and services and develop business relationships to ultimately increase revenue.

Extended Profile Information

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