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Stonebridge Financial Group, LLC

● SEC registered since 2025CRD 337972SEC# 801-134287St. Louis, MO
Export (members)
Reg. AUM
Employees
9
Accounts
Location
St. Louis, MO

Stonebridge Financial Group, LLC assets under management

Stonebridge Financial Group, LLC is an SEC-registered investment adviser based in St. Louis, MO. The firm has been registered since 2025. It employs 9 people.

Stonebridge Financial Group, LLC owners & executives

6 reported
NameTitleOwnershipSince
Christopher Michael MortaraChief Compliance OfficerUnder 5%2025
James Raoul Gura ControlPrincipal10-25%2025
Jeffrey Alan Heveroh ControlPrincipal25-50%2025
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Frequently asked questions

How many employees does Stonebridge Financial Group, LLC have?

Stonebridge Financial Group, LLC reports 9 employees.

Where is Stonebridge Financial Group, LLC located?

Stonebridge Financial Group, LLC is based in St. Louis, MO and has been SEC-registered since 2025.

Does Stonebridge Financial Group, LLC disclose fund performance?

Stonebridge Financial Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address3770 South Lindbergh Boulevard, Suite 102, St. Louis, MO 63127
Phone314-729-9500
Fax314-729-9501
Office hours8:30a.m. To 5:00p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo