Stonebridge Advisors

Finance · Connecticut, United States · 11-50 Employees

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Overview

Headquarters

10 Westport Rd Ste C101, Wilton, Connect...

Phone Number

(203) 762-0004

Revenue

$6 Million

Industry

Finance Securities Trading
ZI Rank: 2
Signal Type
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ZI Rank
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About Stonebridge Advisors

Stonebridge Advisors LLC is a registered investment advisor based in Wilton, CT, specializing in the active management of Preferred and Hybrid Securities for institutional and high net worth individuals since 2004. The firm manages $13.54 billion in assets and employs a risk management-focused investment philosophy that includes proprietary credit analysis and market technicals. Their strategies aim to maximize income and total return through various preferred securities, including taxable and tax-advantaged options. Stonebridge also serves as a sub-advisor for First Trust preferred and hybrid securities fund products, catering to investors seeking fixed-income products with attractive yields.Explore more
Stonebridge Advisors's Social MediaPopular SearchesStonebridge Advisors LLCStonebridge AdvisorsStoneRidge Advisors LLC4 Stonebridge & CoStonebridgeSIC Code 62,628NAICS Code 52,523Show more

Stonebridge Advisors Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Stonebridge Advisors

$6M
11-50
Private
-
2004
$5.2M
11-50
Private
<$5M
1997
BH
Brian HiselChief Financial Officer
<$5M
11-50
Private
-
1998
Donald Conrad, President & Chief Executive Officer at Conrad Capital Management
Donald ConradPresident & CEO
<$5M
1-10
Private
-
1976
<$5M
1-10
Private
-
2016
JS
Jonathan ShifferCEO and Chief Investment Officer
<$5M
11-50
Private
-
2013
N/A
<$5M
1-10
Private
-
2008
LF
Loui FishManager, Marketing
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Company Profile Activity

i

Among all Finance companies

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High Activity

Activity Insights

Stonebridge Advisors is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Stonebridge Advisors is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Stonebridge Advisors.

Stonebridge Advisors Tech Stack

A closer look at the technologies used by Stonebridge Advisors

Stonebridge Advisors News & Media

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Frequently Asked Questions Regarding Stonebridge Advisors

What is Stonebridge Advisors's official website?
Stonebridge Advisors's official website is www.stonebridgeft.com
What is Stonebridge Advisors's Revenue?
Stonebridge Advisors's revenue is $6 Million
What is Stonebridge Advisors's SIC code?
Stonebridge Advisors's SIC: 62,628
What is Stonebridge Advisors's NAICS code?
Stonebridge Advisors's NAICS: 52,523
How many employees does Stonebridge Advisors have?
Stonebridge Advisors has 11-50 employees
What industry does Stonebridge Advisors belong to?
Stonebridge Advisors is in the industry of: Finance, Securities Trading
What is Stonebridge Advisors competition?
Stonebridge Advisors top competitors include: QVest, Conrad Capital Management, Journey Capital Advisers, Dearborn Partners
What technology does Stonebridge Advisors use?
Some of the popular technologies that Stonebridge Advisors uses are: Google Universal Analytics, Squarespace Online Stores, Proofpoint, Adobe Typekit
How do I contact Stonebridge Advisors?
Stonebridge Advisors contact info: Phone number: (203) 762-0004 Website: www.stonebridgeft.com
What does Stonebridge Advisors do?

Stonebridge Advisors LLC is a registered investment advisor based in Wilton, CT, specializing in the active management of Preferred and Hybrid Securities for institutional and high net worth individuals since 2004. The firm manages $13.54 billion in assets and employs a risk management-focused investment philosophy that includes proprietary credit... analysis and market technicals. Their strategies aim to maximize income and total return through various preferred securities, including taxable and tax-advantaged options. Stonebridge also serves as a sub-advisor for First Trust preferred and hybrid securities fund products, catering to investors seeking fixed-income products with attractive yields.Read More

What are Stonebridge Advisors social media links?
Stonebridge Advisors Linkedin page Stonebridge Advisors Twitter page
Is Stonebridge Advisors a public company?
Stonebridge Advisors is private company therefore does not currently have an official ticker symbol
See more information about Stonebridge Advisors

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