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STONEBRIDGE FINANCIAL PLANNING GROUP, LLC
Tel: 407-695-7100
203 Hillcrest Street Orlando, Florida 32801
STONEBRIDGE FINANCIAL PLANNING GROUP, LLC
STONEBRIDGE FINANCIAL PLANNING GROUP, LLC is a Orlando, Florida based financial advisory firm with nearly $219,821,100 in assets under management and provides investment advisory services for 634 clients. There are currently 9 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Education seminars/workshops , Other (DIVORCE PLANNING)
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees
Firm CRD#:
154616
SEC#:
801-113696
No. of Clients:
634
Assets under Management
$219,821,100
No. of Advisors:
9
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