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 $219,821,100 assets under management, offering retirement planning & investment advisory services to 634 clients. The firm is staffed with 9 experienced financial planners.

Firm Information

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

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Education seminars/workshops
Other (DIVORCE PLANNING)

Firm Client Information

	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

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