$896.0M Total AUM
$896.0M Disc. AUM
-- 3Y CAGR
21 Employees
951 ADV. Clients
0 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-29-2026
- Office Locations
- 1
Office Locations
100 Smith Ranch Road, Suite 112 SAN Rafael CA
About Stonebridge Financial Group
Stonebridge Financial Group is a SAN Rafael-based RIA. The firm has been operating for 0 years. Managing $896.0M in total assets under management, with 12 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
38 AVG AGE
$74.7M AVG AUM / ADVISOR
$942.2K AVG AUM / CLIENT
0.4 yrs AVG TENURE
21 Employees
12 Advisory Reps
12 RIA Reps
0yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
Blair Lawton Martin
PRINCIPAL
- CRD
- #4011810
- Ownership
- 75% or more
Available
Available
Available
Marcus Nilsson
Director of Investment Management
- CRD
- #4990631
- Ownership
- Less than 5%
Available
Available
Available
Showing 2 of 2 owners & executives
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ROBERTA LYNN BECHTEL
COO/Director of Qualified Plans
- CRD
- #5224536
Available
Available
Available
MITCHELL LOUIS BORTOLOTTO
Financial Advisor
- CRD
- #6208516
Available
Available
Available
Showing 2 of 15 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $895,995,473 | $478,886 |
| Non-Discretionary | $0 | -- |
| Total | $895,995,473 | $478,886 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Other:
Available Cash:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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