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 $576,126,530 assets under management, offering retirement planning & investment advisory services to 669 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	166251
SEC#	801-110584
Assets Managed by Firm	$576,126,530
No. of Clients	669
No. of Advisors	5

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Commission Based

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	669	$576,126,530
Individuals (other than high net worth individuals)	567	$42,489,491
High net worth individuals	18	$31,409,957
Pension and profit sharing plans	84	$502,227,082

More Retirement Planning firms in Grand Rapids, Michigan:

Firm Name	Assets Under Management	Total Clients	Total Advisors
JACKSON NATIONAL ASSET MANAGEMENT, LLC 1 Corporate Way Lansing, MI, 48951	$246,667,042,077	132	164
PLANTE MORAN FINANCIAL ADVISORS 3000 Town Center, Suite 100 Southfield, MI, 48075	$20,526,058,796	17010	134
OA PRIVATE CAPITAL 200 Monroe Avenue Nw, Suite 500 Grand Rapids, MI, 49503	$20,209,044,347	85	74
YOUSIF CAPITAL MANAGEMENT, LLC 39533 Woodward Ave, Suite 100 Bloomfield Hills, MI, 48304	$15,029,547,343	412	15
BRICKTOWN CAPITAL, LLC 600 E. Lafayette Blvd Detroit, MI, 48226	$11,989,880,000	105	31

Explore More Retirement Advisors in Grand Rapids, Michigan

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.