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

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