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Home > Retirement Planners > florida > orlando > STONEBRIDGE FINANCIAL PLANNING GROUP, LLC
STONEBRIDGE FINANCIAL PLANNING GROUP, LLC
203 Hillcrest Street
Orlando, Florida 32801
Tel: 407-695-7100
About STONEBRIDGE FINANCIAL PLANNING GROUP, LLC
STONEBRIDGE FINANCIAL PLANNING GROUP, LLC, formally registered with the SEC as STONEBRIDGE FINANCIAL PLANNING GROUP, LLC. The firm was established in 07/26/2018. They have over 1 offices throughout the country.
STONEBRIDGE FINANCIAL PLANNING GROUP, LLC is a Orlando, Florida based Financial Planning firm with nearly $191,170,056 assets under management, offering retirement planning & investment advisory services to 790 clients. The firm is staffed with 8 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 154616 |
| SEC# | 801-113696 |
| Assets Managed by Firm | $191,170,056 |
| No. of Clients | 790 |
| No. of Advisors | 8 |
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
- Educational Seminars/ Workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 790 | $191,170,056 |
| Individuals (other than high net worth individuals) | 326 | $108,537,047 |
| High net worth individuals | 34 | $81,958,659 |
| Pension and profit sharing plans | $164,252 | |
| Charitable organizations | Fewer than 5 clients | $40,797 |
| Corporations or other businesses | Fewer than 5 clients | $469,301 |
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