STONEBRIDGE FINANCIAL INC

STONEBRIDGE CAPITAL MANAGEMENT

PARAMUS, New Jersey·3 registered advisors·CRD# 106341

SEC# 801-403640973-244-9696

01

Firm Overview

AUM

$198M

Regulatory assets under management

Employees

3

Total firm employees

Advisors

3

Registered representatives

02

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Compensation

Percentage of AUM

Hourly charges

Subscription fees

03

Specialties

Financial Planning Investment Management Wealth Management

04

Advisors at STONEBRIDGE FINANCIAL INC

3 registered advisors

Jeffrey Alan Levitt

PARAMUS, New Jersey

Karen Marie Demarco

PARAMUS, New Jersey

Konstantinos Kostakis

PARAMUS, New Jersey

05

Office Locations

PARAMUS, New Jersey

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Data sourced from SEC Form ADV filings. STONEBRIDGE FINANCIAL INC (CRD# 106341) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.