| Name | Title | Ownership | Since |
|---|---|---|---|
| Blair Lawton Martin Control | Principal | Over 75% | 2025 |
| Marcus Nilsson | Cco | Under 5% | 2025 |
Stonebridge Financial Group, LLC reports $896 million in regulatory assets under management on its Form ADV.
Stonebridge Financial Group, LLC reports 21 employees.
Stonebridge Financial Group, LLC is based in San Rafael, CA and has been SEC-registered since 2026.
Stonebridge Financial Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 100 Smith Ranch Road, Suite 112, San Rafael, CA 94903 |
| Phone | 4154614961 |
| Office hours | 8-5 |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
| Discretionary | $896M |
| Non-discretionary | $0 |
| Total (RAUM) | $896M |