Stonebridge Financial Group
Stonebridge Financial Group is an SEC-registered mass-market adviser in Grand Rapids, MI with $739.4M assets under management (AUM, regulatory AUM), +13% over one year. See who owns Stonebridge Financial Group: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 166251, SEC 801-110584, data through 2026-03-26.
- AUM (assets under management / regulatory AUM)
- $739.4M (2026-03-26)
- Firm type
- Mass-Market Adviser
- Location
- Grand Rapids, MI
- Employees
- 5
- Clients
- 783
- CRD
- 166251
- Ownership
- PINTER, BRADFORD, JAMES; HERDOIZA, ROBERT, ANDREW; MCGOVERN, MICHAEL, PATRICK
How much AUM does Stonebridge Financial Group have?
Stonebridge Financial Group reported $739.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-26).
Who owns Stonebridge Financial Group?
Disclosed owners and executives of Stonebridge Financial Group include PINTER, BRADFORD, JAMES, HERDOIZA, ROBERT, ANDREW, MCGOVERN, MICHAEL, PATRICK. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.