S
CRD: 139911
Stonebridge Financial Solutions, INC
$41.7M Total AUM
$39.7M Disc. AUM
-- 3Y CAGR
3 Employees
173 ADV. Clients
20 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Folio Investments · Trade-PMR
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-20-2006
- Office Locations
- 1
Office Locations
9896 Rosemont Avenue, STE #101 Lone Tree CO
About Stonebridge Financial Solutions, INC
Stonebridge Financial Solutions is a Colorado-based, founder-led investment advisor providing personalized financial planning, investment management, and retirement planning for retail clients. The firm focuses on long-term growth and financial security, building diversified portfolios with ETFs and mutual funds while managing risk, and supports client accounts through partners such as SEI.
Team overview
-- AVG AGE
$20.9M AVG AUM / ADVISOR
$241.1K AVG AUM / CLIENT
4.4 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
20yrs Firm Age
Insights
Available
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Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
STEVEN LEE WEBER
Founder, President
- CRD
- #2108423
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
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ANDRE MICHAEL MARKUSFELD
Financial Advisors
- CRD
- #2507068
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $39,682,011 | -- |
| Non-Discretionary | $2,032,852 | -- |
| Total | $41,714,863 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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