STONEBRIDGE INVESTMENT COUNSEL, LLC
Legal name: STONEBRIDGE WEALTH MANAGEMENT
CRD #122477 SEC #801-117944 NASHVILLE, TN 615-309-0832
SEC Registered
Total AUM
$154.6M
Discretionary
$154.6M
Employees
5
Clients
11
Accounts
342
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2023 | $154.6M | $154.6M | $0 | 5 | 0 |
| Nov 2022 | $171.6M | $162.1M | $9.5M | 5 | 0 |
| Aug 2022 | $171.6M | $162.1M | $9.5M | 5 | 0 |
| Mar 2022 | $171.6M | $162.1M | $9.5M | 5 | 0 |
| Mar 2021 | $139.6M | $139.6M | $0 | 4 | 0 |
| Mar 2021 | $139.6M | $139.6M | $0 | 4 | 0 |
| Jun 2020 | $722.3M | $722.3M | $0 | 3 | 0 |
| Mar 2020 | $722.3M | $722.3M | $0 | 3 | 0 |
| Jan 2020 | $136.2M | $136.2M | $0 | 3 | 0 |
| Dec 2019 | $136.2M | $136.2M | $0 | 3 | 0 |
| Jul 2012 | $51.8M | $51.8M | $0 | 1 | 200 |
| Jul 2012 | $51.8M | $51.8M | $0 | 1 | 200 |
| May 2012 | $51.8M | $51.8M | $0 | 1 | 200 |
| Mar 2012 | $51.8M | $51.8M | $0 | 1 | 200 |
| Mar 2012 | $51.8M | $51.8M | $0 | 1 | 200 |
| Aug 2011 | $58.7M | $58.7M | $0 | 5 | -- |
| Jun 2009 | $25.2M | $25.2M | $0 | 5 | -- |
| Jan 2008 | $26.8M | $26.8M | $0 | 5 | -- |
| Nov 2007 | $26.8M | $26.8M | $0 | 5 | -- |
| Oct 2003 | $8.9M | $8.9M | $0 | 5 | -- |
DateMar 2023
Total AUM$154.6M
Discretionary$154.6M
Non-Disc.$0
Employees5
Clients0
DateNov 2022
Total AUM$171.6M
Discretionary$162.1M
Non-Disc.$9.5M
Employees5
Clients0
DateAug 2022
Total AUM$171.6M
Discretionary$162.1M
Non-Disc.$9.5M
Employees5
Clients0
DateMar 2022
Total AUM$171.6M
Discretionary$162.1M
Non-Disc.$9.5M
Employees5
Clients0
DateMar 2021
Total AUM$139.6M
Discretionary$139.6M
Non-Disc.$0
Employees4
Clients0
DateMar 2021
Total AUM$139.6M
Discretionary$139.6M
Non-Disc.$0
Employees4
Clients0
DateJun 2020
Total AUM$722.3M
Discretionary$722.3M
Non-Disc.$0
Employees3
Clients0
DateMar 2020
Total AUM$722.3M
Discretionary$722.3M
Non-Disc.$0
Employees3
Clients0
DateJan 2020
Total AUM$136.2M
Discretionary$136.2M
Non-Disc.$0
Employees3
Clients0
DateDec 2019
Total AUM$136.2M
Discretionary$136.2M
Non-Disc.$0
Employees3
Clients0
DateJul 2012
Total AUM$51.8M
Discretionary$51.8M
Non-Disc.$0
Employees1
Clients200
DateJul 2012
Total AUM$51.8M
Discretionary$51.8M
Non-Disc.$0
Employees1
Clients200
DateMay 2012
Total AUM$51.8M
Discretionary$51.8M
Non-Disc.$0
Employees1
Clients200
DateMar 2012
Total AUM$51.8M
Discretionary$51.8M
Non-Disc.$0
Employees1
Clients200
DateMar 2012
Total AUM$51.8M
Discretionary$51.8M
Non-Disc.$0
Employees1
Clients200
DateAug 2011
Total AUM$58.7M
Discretionary$58.7M
Non-Disc.$0
Employees5
Clients--
DateJun 2009
Total AUM$25.2M
Discretionary$25.2M
Non-Disc.$0
Employees5
Clients--
DateJan 2008
Total AUM$26.8M
Discretionary$26.8M
Non-Disc.$0
Employees5
Clients--
DateNov 2007
Total AUM$26.8M
Discretionary$26.8M
Non-Disc.$0
Employees5
Clients--
DateOct 2003
Total AUM$8.9M
Discretionary$8.9M
Non-Disc.$0
Employees5
Clients--