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STURBRIDGE CAPITAL LLC
300 Park Street
Suite 400
Birmingham, Michigan 48009
Tel: 248-220-8400
About STURBRIDGE CAPITAL LLC
STURBRIDGE CAPITAL LLC, formally registered with the SEC as STURBRIDGE CAPITAL LLC. The firm was established in 03/01/2012. They have over 1 offices throughout the country.
STURBRIDGE CAPITAL LLC is a Birmingham, Michigan based Financial Planning firm with nearly $508,521,062 assets under management, offering retirement planning & investment advisory services to 4 clients. The firm is staffed with 11 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 160327 |
| SEC# | 801-73380 |
| Assets Managed by Firm | $508,521,062 |
| No. of Clients | 4 |
| No. of Advisors | 11 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for pooled investment vehicles
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 4 | $508,521,062 |
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