Stonebridge Financial Group Revenue and Competitors
Estimated Revenue & Valuation
- Stonebridge Financial Group's estimated annual revenue is currently $7.4M per year.
- Stonebridge Financial Group's estimated revenue per employee is $199,784
Employee Data
- Stonebridge Financial Group has 37 Employees.
- Stonebridge Financial Group grew their employee count by 3% last year.
Stonebridge Financial Group's People
Name | Title | Email/Phone |
---|---|---|
1 | SVP - Investments | Reveal Email/Phone |
2 | Managing Director | Reveal Email/Phone |
3 | Director | Reveal Email/Phone |
4 | Director - Corporate Retirement Plan Services | Reveal Email/Phone |
5 | Director - Operations/Compliance | Reveal Email/Phone |
6 | Portfolio Analyst | Reveal Email/Phone |
7 | Marketing & Communications Specialist | Reveal Email/Phone |
8 | Landscaper | Reveal Email/Phone |
9 | Portfolio Analyst | Reveal Email/Phone |
10 | Client Service Associate | Reveal Email/Phone |
Stonebridge Financial Group Competitors & AlternativesAdd Company
Competitor Name | Revenue | Number of Employees | Employee Growth | Total Funding | Valuation |
---|---|---|---|---|---|
#1 | $8.4M | 50 | 9% | N/A | N/A |
#2 | $6M | 36 | 0% | N/A | N/A |
#3 | $7.4M | 44 | 7% | N/A | N/A |
#4 | $2M | 16 | 14% | N/A | N/A |
#5 | $23.1M | 110 | -9% | N/A | N/A |
#6 | $5.4M | 32 | 7% | N/A | N/A |
#7 | $17.2M | 82 | -11% | N/A | N/A |
#8 | $4.1M | 28 | 0% | N/A | N/A |
#9 | $4.1M | 28 | 12% | N/A | N/A |
#10 | $11.7M | 62 | 13% | N/A | N/A |
What Is Stonebridge Financial Group?
The experienced team at Stonebridge Financial Group has been working together since 2002 but draws its origins from the early 1970s. Our close-knit staff brings the human factor back to investing through creating personal, ongoing relationships with each of our clients, ensuring a personalized investment experience. For us, relationship management is just as important as wealth management.\n\nOur specialties range from established corporate clients to families, business owners and institutions. Clients can trust in the consistency that we offer with our team and wealth management strategies. Your financial future is our focus, and through innovative investment consultation we help to realize and secure financial goals spanning multiple generations. \n\nThe Stonebridge team has experienced remarkable growth since the early 2000s and our 2013 entry into the independent advisory community. \n\nSecurities offered by Registered Representatives through Private Client Services, Member FINRA/SIPC. Advisory products and services offered by Investment Advisory Representatives through Stonebridge Financial Group, LLC, an SEC-Registered Investment Advisor. Stonebridge Financial Group, LLC may transact business in states where it is registered, exempt or excluded from registration. Private Client Services and Stonebridge Financial Group, LLC are unaffiliated entities.
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Total Funding
37
Number of Employees
$7.4M
Revenue (est)
3%
Employee Growth %
N/A
Valuation
N/A
Accelerator
Company Name | Revenue | Number of Employees | Employee Growth | Total Funding |
---|---|---|---|---|
#1 | $13.6M | 52 | 41% | N/A |
#2 | $32.3M | 129 | 13% | N/A |