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

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VANGUARD GLOBAL ADVISERS, LLC 100 Vanguard Boulevard Malvern, PA, 19355	$432,749,681,046	153	262
SEI INVESTMENTS MANAGEMENT CORP One Freedom Valley Drive Oaks, PA, 19456	$194,796,322,013	93301	411
MACQUARIE INVESTMENT MANAGEMENT BUSINESS TRUST 610 Market Street Philadelphia, PA, 19106	$190,960,333,268	377	657

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