This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Capital Group ยท Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-01-2008
- Office Locations
- 2
Office Locations
About Stonebridge Capital Management NW, LLC
Stonebridge Capital Management NW, LLC is a retail-focused RIA that designs, implements, and monitors customized, goals-based portfolios emphasizing stable growth, diversification, and risk management. Implementation uses public funds, including mutual funds and ETFs, with allocations driven by client objectives rather than model portfolios; custody includes Charles Schwab & Co.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
BRIAN DAVID HOGAN
Principal
- CRD
- #2982196
- Ownership
- 50% but less than 75%
WALKER PATTERSON SANDLIN III
Chief Compliance Officer, Portfolio Manager, PRINCIPAL
- CRD
- #2855862
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $49,374,219 | -- |
| Non-Discretionary | $0 | -- |
| Total | $49,374,219 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
Continue browsing