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Overview

Services

Advisor Services

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Funds

Funds Used With Clients

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Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Bondwave LLC 18 years, 5 months Apr 2001 - Present
First Trust Advisors 27 years, 11 months Oct 1991 - Present
First Trust Portfolios L.P. 28 years Sep 1991 - Present
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James Allen Bowen?
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Designations & Memberships

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Articles and Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    Jun 27, 2016
FINRA
FINRA
  • license status
    Registered
  • disclosures
    None
  • as of date
    Jun 29, 2016
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Stonebridge Advisors LLC

Last updated on Aug. 18, 2017
    • $6.2B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 7K
      Accounts
    • $863.6K
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets
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