GLOBAL FINANCIAL GROUP ADVISORS LLC
Legal name: STONEBRIDGE FINANCIAL GROUP
CRD #166251 SEC #801-110584 GRAND RAPIDS, MI 855-530-0500
SEC Registered
Total AUM
$652.3M
Discretionary
$148.8M
Employees
5
Clients
0
Accounts
766
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $652.3M | $148.8M | $503.6M | 5 | 0 |
| Mar 2025 | $652.3M | $148.8M | $503.6M | 5 | 0 |
| Sep 2024 | $576.1M | $46.6M | $529.6M | 5 | 0 |
| Mar 2024 | $576.1M | $46.6M | $529.6M | 5 | 0 |
| Oct 2023 | $323M | $62.4M | $260.6M | 4 | 0 |
| Jun 2023 | $323M | $62.4M | $260.6M | 4 | 0 |
| Apr 2023 | $323M | $62.4M | $260.6M | 4 | 0 |
| Mar 2023 | $323M | $62.4M | $260.6M | 4 | 0 |
| Mar 2022 | $365.1M | $39.2M | $325.9M | 3 | 0 |
| May 2021 | $344.1M | $31.3M | $312.8M | 3 | 0 |
| Mar 2021 | $344.1M | $31.3M | $312.8M | 3 | 0 |
| Dec 2020 | $357.6M | $27.9M | $329.8M | 3 | 0 |
| Jun 2020 | $357.6M | $27.9M | $329.8M | 3 | 0 |
| Apr 2020 | $357.6M | $27.9M | $329.8M | 3 | 0 |
| Mar 2020 | $357.6M | $27.9M | $329.8M | 3 | 0 |
| Mar 2019 | $282.1M | $9.3M | $272.8M | 3 | 0 |
| Jun 2018 | $232.5M | $10.5M | $222M | 3 | 0 |
| Mar 2018 | $232.5M | $10.5M | $222M | 3 | 0 |
| May 2017 | $203M | $7M | $196M | 5 | 119 |
DateOct 2025
Total AUM$652.3M
Discretionary$148.8M
Non-Disc.$503.6M
Employees5
Clients0
DateMar 2025
Total AUM$652.3M
Discretionary$148.8M
Non-Disc.$503.6M
Employees5
Clients0
DateSep 2024
Total AUM$576.1M
Discretionary$46.6M
Non-Disc.$529.6M
Employees5
Clients0
DateMar 2024
Total AUM$576.1M
Discretionary$46.6M
Non-Disc.$529.6M
Employees5
Clients0
DateOct 2023
Total AUM$323M
Discretionary$62.4M
Non-Disc.$260.6M
Employees4
Clients0
DateJun 2023
Total AUM$323M
Discretionary$62.4M
Non-Disc.$260.6M
Employees4
Clients0
DateApr 2023
Total AUM$323M
Discretionary$62.4M
Non-Disc.$260.6M
Employees4
Clients0
DateMar 2023
Total AUM$323M
Discretionary$62.4M
Non-Disc.$260.6M
Employees4
Clients0
DateMar 2022
Total AUM$365.1M
Discretionary$39.2M
Non-Disc.$325.9M
Employees3
Clients0
DateMay 2021
Total AUM$344.1M
Discretionary$31.3M
Non-Disc.$312.8M
Employees3
Clients0
DateMar 2021
Total AUM$344.1M
Discretionary$31.3M
Non-Disc.$312.8M
Employees3
Clients0
DateDec 2020
Total AUM$357.6M
Discretionary$27.9M
Non-Disc.$329.8M
Employees3
Clients0
DateJun 2020
Total AUM$357.6M
Discretionary$27.9M
Non-Disc.$329.8M
Employees3
Clients0
DateApr 2020
Total AUM$357.6M
Discretionary$27.9M
Non-Disc.$329.8M
Employees3
Clients0
DateMar 2020
Total AUM$357.6M
Discretionary$27.9M
Non-Disc.$329.8M
Employees3
Clients0
DateMar 2019
Total AUM$282.1M
Discretionary$9.3M
Non-Disc.$272.8M
Employees3
Clients0
DateJun 2018
Total AUM$232.5M
Discretionary$10.5M
Non-Disc.$222M
Employees3
Clients0
DateMar 2018
Total AUM$232.5M
Discretionary$10.5M
Non-Disc.$222M
Employees3
Clients0
DateMay 2017
Total AUM$203M
Discretionary$7M
Non-Disc.$196M
Employees5
Clients119