Assets Under Management
$10.8B
Number of Clients
281
Number of Advisors
7
Average Client AUM
$38.6M
AUM per Advisor
$1.5B
Compensation
Fee-Only (AUM)
Stonebridge provides discretionary investment management and supervisory services for preferred, hybrid, and fixed income securities. They use a combined bottom-up and top-down approach to security selection. Strategies include standard taxable, tax-advantaged QDI, and institutional preferred securities. They also offer model portfolio strategies to certain WRAP account UMA platform sponsors.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $50.0M | 0.00% |
| $50M+ | 0.00% |
Fees negotiable for accounts over $50 million.
10 Westport Road, Suite C101, Wilton, CT, 06897-4543