STONEBRIDGE CAPITAL MANAGEMENT INC

1801 Century Park East
Suite 1800
Los Angeles, California 90067
Tel: 310-277-1450

About STONEBRIDGE CAPITAL MANAGEMENT INC

STONEBRIDGE CAPITAL MANAGEMENT INC, formally registered with the SEC as STONEBRIDGE CAPITAL MANAGEMENT INC. The firm was established in 01/06/1969. They have over 1 offices throughout the country.

STONEBRIDGE CAPITAL MANAGEMENT INC is a Los Angeles, California based Financial Planning firm with nearly $291,954,200 assets under management, offering retirement planning & investment advisory services to 284 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	106073
SEC#	801-5363
Assets Managed by Firm	$291,954,200
No. of Clients	284
No. of Advisors	6

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Other (CHARITABLE FOUNDATIONS & PARTNERSHIPS)

Firm Client Information

	No. of Clients	AUM
Firm Total	284	$291,954,200
Individuals (other than high net worth individuals)	179	$22,510,065
High net worth individuals	98	$259,106,423
Pension and profit sharing plans	2	$5,357,455
Charitable organizations	2	$2,627,228
Corporations or other businesses	3	$2,353,029

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