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STONEBRIDGE WEALTH SYSTEMS LLC

Tel: 308-698-0144
3800 A Ave
Ste C
Kearney, Nebraska  68847

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STONEBRIDGE WEALTH SYSTEMS LLC

STONEBRIDGE WEALTH SYSTEMS LLC is a Kearney, Nebraska based financial advisory firm with nearly $102,000,000 in assets under management and provides investment advisory services for 722 clients. There are currently 6 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Pesnsion consulting services , Selection for other advisors

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

327894

SEC#:

801-128877

No. of Clients:

722

Assets under Management

$102,000,000

No. of Advisors:

6

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