Stonebridge Asset Management LLC

Overview

Stonebridge Asset Management LLC is a small, privately owned investment advisory firm organized as an LLC and serving individual and family clients. The firm charges clients on a percentage-of-assets-under-management basis and describes its core advisory activity as portfolio management for individuals and small businesses. Stonebridge does not identify itself as an active ESG investor, is not a multi-state adviser, and is not positioned as a pension consultant or capital allocator. The firm also lists an industry affiliation with an insurance company.

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Investments & Alternatives

Location & Offices