STONEBRIDGE FINANCIAL SOLUTIONS, INC
STONEBRIDGE FINANCIAL SOLUTIONS, INC of LONE TREE, CO is an SEC-registered investment adviser (CRD 139911). Regulatory assets under management: $41.7M.
Registration
- CRD: 139911
- Type: 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.
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