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STONEBRIDGE FINANCIAL GROUP

GRAND RAPIDS, MI · CRD 166251 · IAPD ↗ · 855-530-0500

$739.4MRegulatory AUM
5Advisory reps
5Employees
0Clients
0Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
April 2026 — STONEBRIDGE FINANCIAL GROUP notice-filed in LA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
April 2024 — STONEBRIDGE FINANCIAL GROUP crossed $500M in regulatory AUM ($323.0M -> $576.1M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.