CRD: 166251
Stonebridge Financial Group
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- Custodian
- Charles Schwab & Company · Empower · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-01-2013
- Office Locations
- 1
Office Locations
About Stonebridge Financial Group
Stonebridge Financial Group is a Grand Rapids-based retirement plan advisory firm serving plan sponsors and participants. The team designs and continually reviews qualified plans, monitors investment lineups, and helps reduce fiduciary liability while simplifying compliance, administration, and employee education. Advisor credentials include AIF, CRPS, ChFC, and an MBA, and include a Retirement Advisor Council member; works across platforms such as Fidelity/NFS and Schwab.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
BRADFORD JAMES PINTER
Retirement Plan Advisor
- CRD
- #2234259
- Ownership
- 50% but less than 75%
ROBERT ANDREW HERDOIZA
PARTNER
- CRD
- #6780481
- Ownership
- 25% but less than 50%
Showing 2 of 3 owners & executives
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KYLE HARRIS CAMPBELL-BREIDENFIELD
--
- CRD
- #6093324
Brett Everett Cooper
--
- CRD
- #8055141
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $175,150,589 | $336,182 |
| Non-Discretionary | $564,245,072 | $2,153,607 |
| Total | $739,395,661 | $944,311 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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