Stirling Bridge Wealth Partners, LLC

Stirling Bridge Wealth Partners, LLC (CRD# 174122) is a financial advisory firm headquartered in , . They manage $47,954,075 in 143 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
http://www.stirlingbridgewealthpartners.com
By the Numbers
  • Total Assets Under Management
    48
    MILLION
  • Total Number of Accounts
    143
    ACCOUNTS
  • Average Account Value
    $335,343
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

OH

Financial Advisors at Stirling Bridge Wealth Partners, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Jason Born, financial advisor Mcclure OH
Jason D. Born
CRD#: 3066122
Mcclure, OH

Jason Born (CRD# 3066122) is an Investment Advisor Representative working at Stirling Bridge Wealth Partners, LLC in Mcclure, OH and has over 25 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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