Overview
Assets Under Management: $155 million
Headquarters: NASHVILLE, TN
High-Net-Worth Clients: 65
Average Client Assets: $2.0 million
Frequently Asked Questions
STONEBRIDGE WEALTH MANAGEMENT is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #122477), STONEBRIDGE WEALTH MANAGEMENT is subject to fiduciary duty under federal law.
STONEBRIDGE WEALTH MANAGEMENT is headquartered in NASHVILLE, TN.
STONEBRIDGE WEALTH MANAGEMENT serves 65 high-net-worth clients according to their SEC filing dated March 14, 2023. View client details ↓
According to their SEC Form ADV, STONEBRIDGE WEALTH MANAGEMENT offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
STONEBRIDGE WEALTH MANAGEMENT manages $155 million in client assets according to their SEC filing dated March 14, 2023.
According to their SEC Form ADV, STONEBRIDGE WEALTH MANAGEMENT serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 65
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 84.47%
Average Client Assets: $2.0 million
Total Client Accounts: 342
Discretionary Accounts: 342
Regulatory Filings
CRD Number: 122477
Filing ID: 1715295
Last Filing Date: 2023-03-14 12:54:00