STONEBRIDGE CAPITAL ADVISORS LLC

2550 University Avenue West
Suite 455-S
St. Paul, Minnesota 55114-1017
Tel: 651-251-1000

About STONEBRIDGE CAPITAL ADVISORS LLC

STONEBRIDGE CAPITAL ADVISORS LLC, formally registered with the SEC as STONEBRIDGE CAPITAL ADVISORS LLC. The firm was established in 01/30/1997. They have over 3 offices throughout the country.

STONEBRIDGE CAPITAL ADVISORS LLC is a St. Paul, Minnesota based Financial Planning firm with nearly $2,033,814,153 assets under management, offering retirement planning & investment advisory services to 2586 clients. The firm is staffed with 28 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	111447
SEC#	801-53760
Assets Managed by Firm	$2,033,814,153
No. of Clients	2586
No. of Advisors	28

Fee Structure

A percentage of AUM

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for businesses or institutional clients
Selection for other advisors
Publication of periodicals and newsletters
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	2586	$2,033,814,153
Individuals (other than high net worth individuals)	1021	$377,872,154
High net worth individuals	404	$1,020,908,552
Pension and profit sharing plans	6	$3,810,219
Charitable organizations	27	$118,616,083
Other investment advisers	Fewer than 5 clients	$10,447,888
Corporations or other businesses	19	$14,980,993

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