STONEBRIDGE FINANCIAL PLANNING GROUP, LLC - Financial Advisor in Florida, Orlando

Tel: 407-695-7100 203 Hillcrest Street Orlando, Florida 32801

About 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

Firm CRD#:

154616

Firm SEC#:

801-113696

Assets Under Management:

$219,821,100

No. of Clients:

634

No. of Advisors:

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

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