Stonebridge Financial Group

$739.4MAssets under management
as of Mar 2026 · SEC Form ADV
Grand Rapids, MI
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No one at Stonebridge Financial Group has shared their stack yet. Work here? Add the tools you use. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
Empower
Per Form ADV · $234M held · filed Sep 2024
Schwab
Per Form ADV · $67M held · filed Sep 2024
Fidelity
Per Form ADV · $59M held · filed Sep 2024