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Last updated: January 16th, 2020. Data source: SEC filings.
Stonebridge Capital Advisors, federally registered in 1997, is a Registered Investment Advisor (RIA) in 23 state(s) with a licensed staff of 1 advisors. Stonebridge Capital Advisors manages $1.2 billion and provides investment advisory services for 1,452 clients (1:1452 advisor/client ratio). This firm does not have a disciplinary history.
|Rank (United States)||Top 1%|
|Advisors Directory||View Directory|
|Avg Advisor Years Registered||11|
|Percentage of Advisors Trusted||100%|
|Average Client Balance||$845,504|
|Total AUM||$1.2 billion|
|Advisor / Client Ratio||1:1452|
|SEC Filings||Forms and Brochures (CRD # 111447)|
|State(s) Registered||AZ, CA, CO, FL, GA, IL, IA, KS, MD, MI, MN, MO, NV, NY, ND, OK, OR, SD, TN, TX, VA, WA, WI|
Debra wrote: Do you have an advisor located near Fredericksburg, VA?8 months ago
The closest Stonebridge Capital Advisors location to Fredericksburg is in Hendersonville.