STONEBRIDGE FINANCIAL GROUP, LLC

STONEBRIDGE FINANCIAL GROUP, LLC of SAN RAFAEL, CA is an SEC-registered investment adviser (CRD 340200). Regulatory assets under management: $896.0M.

Registration

• CRD: 340200
• SEC file number: 801-135258
• Type: Registered investment adviser
• Location: 100 SMITH RANCH ROAD, SUITE 112, SAN RAFAEL, CA, 94903
• Phone: 4154614961
• Latest filing: 2026-04-24
• Regulatory AUM: $896.0M
• Discretionary AUM: $896.0M
• Clients: 21
• Accounts: 1,871

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
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• This page as markdown (for LLM agents)
• CRD 340200 on SEC IAPD (source of record)
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