Overview

Stonebridge is an SEC registered Investment Advisor offering Wealth, Investment and Asset Management services. We are founded on the premise of designing services specifically on each client's needs, objectives and goals. Portfolios are separately managed with individual securities that have been analyzed and selected by our team of portfolio managers. Established in 1997 and located in Saint Paul, MN, our team of 28 investment professionals offers an average of three decades of experience as Portfolio Managers, Analysts and Trust Officers. We are committed to growing our business by keeping our client first in everything we do.
Our goal on the site is to introduce ourselves to like minded Advisory firms who may want to consider a merger of our firms to build on our respective talents.

Last Activity
this month

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred

Variable Annuities

Blurred

Insurance Business

Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred

CRM Systems

Blurred
Resources
Loading...