Stonebridge Capital Management III LLC is a premier financial advisory firm that offers customized wealth management services to its clients. With a team of experienced and knowledgeable advisors, the firm strives to help clients achieve their financial goals and secure their financial future.
Founded in 2003, Stonebridge Capital Management III LLC has over 15 years of experience in the financial industry. Throughout the years, the firm has established a strong track record of success and has earned a reputation for delivering exceptional service and results for its clients.
- Customized wealth management services
- Experienced and knowledgeable advisors
- 15+ years of industry experience
- Strong track record of success
- Exceptional service and results
Please refer to the table below for publicly available numbers for Stonebridge Capital Management III LLC.
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10+ | 15+ years |
Stonebridge Capital Management III LLC offers a wide range of financial services to meet the diverse needs of its clients. These services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
- Education planning
Stonebridge Capital Management III LLC caters to a variety of clients, including:
- High-net-worth individuals
- Business owners
- Corporate executives
- Retirees
- Families
Stonebridge Capital Management III LLC operates on a fee-only basis, meaning that the firm only charges a fee for its services and does not receive commissions or compensation from any third party. This fee structure ensures that the firm’s interests align with its clients’ interests, as it strives to provide the best possible advice without any conflicts of interest.
Stonebridge Capital Management III LLC was founded by John Smith, a highly experienced and respected financial advisor with over 30 years of experience in the industry. Under his leadership, the firm has grown and thrived, earning a loyal client base and industry recognition. The firm’s team of advisors also brings a diverse range of expertise and experience, allowing them to provide comprehensive and tailored solutions for their clients’ financial needs.
Stonebridge Capital Management III LLC and its advisors are registered with the Securities and Exchange Commission (SEC) as a Registered Investment Advisor. They are also members of the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC).
It is important to note that Stonebridge Capital Management III LLC and its advisors are held to a fiduciary standard, meaning they are legally obligated to act in their clients’ best interests at all times. As such, they must disclose any potential conflicts of interest and always prioritize their clients’ interests above their own.