STONEBRIDGE FINANCIAL GROUP, LLC
CRD #327529 SEC #801-129034 WORMLEYSBURG, PA 717-736-7007
SEC Registered
Total AUM
$1.8B
Discretionary
$1.7B
Employees
26
Clients
--
Accounts
4,021
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $1.8B | $1.7B | $141.6M | 26 | 1 |
| Oct 2025 | $1.8B | $1.7B | $141.6M | 26 | 1 |
| Aug 2025 | $1.8B | $1.7B | $141.6M | 26 | 1 |
| May 2025 | $1.8B | $1.7B | $141.6M | 26 | 1 |
| Mar 2025 | $1.8B | $1.7B | $141.6M | 26 | 1 |
| Nov 2024 | $1.6B | $1.5B | $104.3M | 26 | 1 |
| Oct 2024 | $1.6B | $1.5B | $104.3M | 26 | 1 |
| May 2024 | $1.6B | $1.5B | $104.3M | 26 | 1 |
| Apr 2024 | $1.6B | $1.5B | $104.3M | 26 | 1 |
| Apr 2024 | $1.6B | $1.5B | $104.3M | 26 | 1 |
| Apr 2024 | $1.6B | $1.5B | $104.3M | 26 | 1 |
| Mar 2024 | $1.6B | $1.5B | $104.3M | 26 | 1 |
| Mar 2024 | $1.6B | $1.5B | $104.3M | 26 | 1 |
| Mar 2024 | $1.6B | $1.5B | $104.3M | 26 | 1 |
| Jan 2024 | $0 | $0 | $0 | 22 | 0 |
| Jan 2024 | $0 | $0 | $0 | 22 | 0 |
| Jan 2024 | $0 | $0 | $0 | 22 | 0 |
| Jan 2024 | $0 | $0 | $0 | 22 | 0 |
| Dec 2023 | $0 | $0 | $0 | 22 | 0 |
| Oct 2023 | $0 | $0 | $0 | 22 | 0 |
| Oct 2023 | $0 | $0 | $0 | 22 | 0 |
DateNov 2025
Total AUM$1.8B
Discretionary$1.7B
Non-Disc.$141.6M
Employees26
Clients1
DateOct 2025
Total AUM$1.8B
Discretionary$1.7B
Non-Disc.$141.6M
Employees26
Clients1
DateAug 2025
Total AUM$1.8B
Discretionary$1.7B
Non-Disc.$141.6M
Employees26
Clients1
DateMay 2025
Total AUM$1.8B
Discretionary$1.7B
Non-Disc.$141.6M
Employees26
Clients1
DateMar 2025
Total AUM$1.8B
Discretionary$1.7B
Non-Disc.$141.6M
Employees26
Clients1
DateNov 2024
Total AUM$1.6B
Discretionary$1.5B
Non-Disc.$104.3M
Employees26
Clients1
DateOct 2024
Total AUM$1.6B
Discretionary$1.5B
Non-Disc.$104.3M
Employees26
Clients1
DateMay 2024
Total AUM$1.6B
Discretionary$1.5B
Non-Disc.$104.3M
Employees26
Clients1
DateApr 2024
Total AUM$1.6B
Discretionary$1.5B
Non-Disc.$104.3M
Employees26
Clients1
DateApr 2024
Total AUM$1.6B
Discretionary$1.5B
Non-Disc.$104.3M
Employees26
Clients1
DateApr 2024
Total AUM$1.6B
Discretionary$1.5B
Non-Disc.$104.3M
Employees26
Clients1
DateMar 2024
Total AUM$1.6B
Discretionary$1.5B
Non-Disc.$104.3M
Employees26
Clients1
DateMar 2024
Total AUM$1.6B
Discretionary$1.5B
Non-Disc.$104.3M
Employees26
Clients1
DateMar 2024
Total AUM$1.6B
Discretionary$1.5B
Non-Disc.$104.3M
Employees26
Clients1
DateJan 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees22
Clients0
DateJan 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees22
Clients0
DateJan 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees22
Clients0
DateJan 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees22
Clients0
DateDec 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees22
Clients0
DateOct 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees22
Clients0
DateOct 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees22
Clients0