# STONEBRIDGE FINANCIAL SOLUTIONS, INC

STONEBRIDGE FINANCIAL SOLUTIONS, INC of LONE TREE, CO is an SEC-registered investment adviser.

## Registration

- CRD: 139911
- Type: SEC-registered investment adviser
- Location: 9896 ROSEMONT AVENUE, STE #101, LONE TREE, CO, 80124
- Phone: 720-895-8200
- Latest filing: 2026-03-16
- Regulatory AUM: $41.7M
- Discretionary AUM: $39.7M
- Non-discretionary AUM: $2.0M
- Clients: 3
- Accounts: 281

## Business model

- Compensation: % of AUM, Hourly, Other
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/139911/brochure
- Similar advisers: https://search.stillhousedata.com/firm/139911/similar
- Related entities: https://search.stillhousedata.com/firm/139911/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/139911

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.