203 Hillcrest Street
Orlando, Florida 32801
Tel: 407-695-7100
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 $219,821,100 assets under management, offering retirement planning & investment advisory services to 634 clients. The firm is staffed with 9 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 154616 |
SEC# | 801-113696 |
Assets Managed by Firm | $219,821,100 |
No. of Clients | 634 |
No. of Advisors | 9 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 634 | $219,821,100 |
Individuals (other than high net worth individuals) | 279 | $110,106,677 |
High net worth individuals | 42 | $107,190,638 |
Pension and profit sharing plans | Fewer than 5 clients | $446,884 |
Charitable organizations | Fewer than 5 clients | $42,380 |
Corporations or other businesses | Fewer than 5 clients | $2,034,521 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$433,814,330,581 | 1070028 | 13966 | |
$397,045,307,119 | 26 | 2932 | |
$344,868,106,925 | 1030208 | 6727 | |
$120,567,542,959 | 727 | 189 | |
$118,191,936,095 | 97020 | 845 |
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