6160 Warren Parkway
Suite 100
Frisco, Texas 75034
Tel: 972-418-2946
STONEBRIDGE WEALTH MANAGEMENT, LLC, formally registered with the SEC as STONEBRIDGE WEALTH MANAGEMENT, LLC. The firm was established in 05/27/2022. They have over 1 offices throughout the country.
STONEBRIDGE WEALTH MANAGEMENT, LLC is a Frisco, Texas based Financial Planning firm with nearly $113,259,252 assets under management, offering retirement planning & investment advisory services to 123 clients. The firm is staffed with 1 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 146775 |
SEC# | 801-125746 |
Assets Managed by Firm | $113,259,252 |
No. of Clients | 123 |
No. of Advisors | 1 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 123 | $113,259,252 |
Individuals (other than high net worth individuals) | 11 | $7,912,722 |
High net worth individuals | 29 | $105,346,530 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$652,741,971,627 | 818 | 1096 | |
$192,398,103,714 | 269289 | 3349 | |
$140,836,403,633 | 3419 | 510 | |
$134,002,200,000 | 147 | 906 | |
$104,977,500,000 | 95 | 353 |
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