Gary
Topche
Stonebridge Capital Management Iii LLC
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About this Advisor
Gary Topche is a financial advisor based in Paramus, New Jersey with 16 years of industry experience. Topche is an employee of Stonebridge Capital Management Iii LLC. During their career, Topche has held roles at Stonebridge Capital Management Iii LLC and Topche & Company LLC. Topche has a Series 63 license, designating them as a securities representative, and is registered to work in New Jersey. Stonebridge Capital Management Iii LLC is a financial advisory company that has its headquarters in Paramus, NJ. It controls $3 million in assets under management between its 10 accounts, making it one of the smaller firms in the United States by assets under management. Of its 10 customer accounts, 43% are associated with high-net-worth individuals who have greater than $1 million in investable assets. Stonebridge Capital Management Iii LLC has a set of services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees for financial management usually are based on the financial services. Fee types billed by Stonebridge Capital Management Iii LLC likely are comprised of some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Stonebridge Capital Management Iii LLC Brokerage Details
$3,169,905
4
10
$316,990
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Gary Topche Work History
Gary has been registered as a financial advisor for 16 years.*
Topche & Company LLC
Stonebridge Capital Management Iii LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Gary Topche to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Stonebridge Capital Management Iii LLC
Paramus, NJ
Paramus, NJ
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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