Erik Boehm, financial advisor Chattanooga TN

Erik Boehm

CRD Number: 4900697
Current Firm: Stone Bridge Asset Management, LLC

Erik Boehm (CRD# 4900697) is an Investment Advisor Representative working at Stone Bridge Asset Management, LLC in Chattanooga, TN and has over 17 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Stone Bridge Asset Management, LLC Chattanooga, TN Sep 2011 - Current 10
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2005
Contact Info for Erik M. Boehm
Phone Number: 423-605-4645
Registered State(s):
  • GA
  • TN
By the Numbers
  • Total Assets Under Management
    63
    MILLIONS
  • Total Number of Accounts
    446
    ACCOUNTS
  • Average Account Value
    $140,829
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AL, GA, TN, TX

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