Stonebridge Investment Counsel, Inc. (Brentwood)

Name: Stonebridge Investment Counsel, Inc.
Address: 215 Ward Circle, Brentwood, TN, 37027
Telephone: 615-309-0969

Stonebridge Investment Counsel, Inc. is an adviser based in Brentwood. It manages $51.8 million of regulatory assets for 239 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdictions of California, District of Columbia, Florida, and 5 other states.

Stonebridge Investment Counsel provides financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and general consulting. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Stonebridge Investment Counsel: assets under management

The assets under management (AUM) of Stonebridge Investment Counsel, Inc. is $51.8 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 485% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $51.8 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $216.74 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Stonebridge Investment Counsel, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Stonebridge Investment Counsel, Inc.

Mitchell Stanley Martin has been acting as President since 1 Aug 2002. Louise Mary Taylor joined the executive team most recently as the Executive Vice President/Director.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Mitchell Stanley Martin	President	1 Aug 2002	50% - 75%	1733233
Louise Mary Taylor	Executive vice president/director	1 Aug 2002	50% - 75%	4357692

Based in Brentwood

The principal office where Stonebridge Investment Counsel, Inc. performs its advisory services is located at 215 Ward Circle, Brentwood, TN 37027, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 615-309-0969 or by fax 615-620-0608. The normal business hours are 9:00 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.stonebridgeadvisers.com.