STONEBRIDGE FINANCIAL GROUP, LLC

602 North Front Street
Wormleysburg, Pennsylvania 17043
Tel: 717-736-7007

About STONEBRIDGE FINANCIAL GROUP, LLC

STONEBRIDGE FINANCIAL GROUP, LLC, formally registered with the SEC as STONEBRIDGE FINANCIAL GROUP, LLC. The firm was established in 11/08/2023. They have over 3 offices throughout the country.

STONEBRIDGE FINANCIAL GROUP, LLC is a Wormleysburg, Pennsylvania based Financial Planning firm with nearly $1,581,641,049 assets under management, offering retirement planning & investment advisory services to 3697 clients. The firm is staffed with 26 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	327529
SEC#	801-129034
Assets Managed by Firm	$1,581,641,049
No. of Clients	3697
No. of Advisors	26

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

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	3697	$1,581,641,049
Individuals (other than high net worth individuals)	785	$271,102,524
High net worth individuals	292	$873,242,106
Pension and profit sharing plans	128	$380,519,581
Charitable organizations	5	$5,297,590
Corporations or other businesses	6	$13,354,013

More Retirement Planning firms in Wormleysburg, Pennsylvania:

Firm Name	Assets Under Management	Total Clients	Total Advisors

Explore More Retirement Advisors in Wormleysburg, Pennsylvania

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.