STONEBRIDGE FINANCIAL GROUP

3333 Deposit Drive Ne, Suite 220
Grand Rapids, Michigan 49546
Tel: 855-530-0500

About STONEBRIDGE FINANCIAL GROUP

STONEBRIDGE FINANCIAL GROUP, formally registered with the SEC as STONEBRIDGE FINANCIAL GROUP. The firm was established in 05/30/2017. They have over 2 offices throughout the country.

STONEBRIDGE FINANCIAL GROUP is a Grand Rapids, Michigan based Financial Planning firm with nearly $322,986,275 assets under management, offering retirement planning & investment advisory services to 348 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	166251
SEC#	801-110584
Assets Managed by Firm	$322,986,275
No. of Clients	348
No. of Advisors	4

Fee Structure

A Percentage of AUM
Hourly charges
Fixed Fees

Advisory Services Provided

Financial Planning
Portfolio Management for Individuals
Pension Consulting Services

Firm Client Information

	No. of Clients	AUM
Firm Total	348	$322,986,275
Individuals (other than high net worth individuals)	162	$31,674,062
High net worth individuals	14	$22,763,853
Pension and profit sharing plans	73	$268,548,360

Inquire with STONEBRIDGE FINANCIAL GROUP

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