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STONEBRIDGE WEALTH MANAGEMENT, LLC

Tel: 972-418-2946
6160 Warren Parkway
Suite 100
Frisco, Texas  75034

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STONEBRIDGE WEALTH MANAGEMENT, LLC

STONEBRIDGE WEALTH MANAGEMENT, LLC is a Frisco, Texas based financial advisory firm with nearly $119,472,277 in assets under management and provides investment advisory services for 123 clients. There are currently 1 financial advisors at the firm.

General Information

Advisory Services Provided:

Portfolio management for individuals and/or small businesses , Selection for other advisors

Fee Structure:

A percentage of AUM

Firm CRD#:

146775

SEC#:

801-125746

No. of Clients:

123

Assets under Management

$119,472,277

No. of Advisors:

1

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