Overview
Assets Under Management: $119 million
Headquarters: FRISCO, TX
High-Net-Worth Clients: 29
Average Client Assets: $4 million
Services Offered
Services: Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 29
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 92.24
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 123
Discretionary Accounts: 123
Regulatory Filings
CRD Number: 146775
Last Filing Date: 2025-01-30 00:00:00
Website: https://stonebridgewealth.com