Stone Bridge Asset Management, LLC

Stone Bridge Asset Management, LLC (CRD# 159334) is a financial advisory firm headquartered in Chattanooga, TN. They manage $22,006,696 in 194 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    22
    MILLION
  • Total Number of Accounts
    194
    ACCOUNTS
  • Average Account Value
    $113,437
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

GA, TN, TX

Financial Advisors at Stone Bridge Asset Management, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Erik M. Boehm
CRD#: 4900697
240 Forest Avenue, Suite 101, Chattanooga, TN 37405
96
Wealthminder
score

Erik Boehm (CRD# 4900697) is an Investment Advisor Representative working at Stone Bridge Asset Management, LLC in Chattanooga, TN and has over 11 years of experience in the finance industry.

2
David W. Babb
CRD#: 4522145
240 Forest Avenue, Suite 101, Chattanooga, TN 37405
93
Wealthminder
score

David Babb (CRD# 4522145) is an Investment Advisor Representative working at Stone Bridge Asset Management, LLC in Chattanooga, TN and has over 14 years of experience in the finance industry.

3
Thomas W. Francescon
CRD#: 5451941
240 Forest Avenue, Suite 101, Chattanooga, TN 37405
68
Wealthminder
score

Thomas Francescon (CRD# 5451941) is an Investment Advisor Representative working at Stone Bridge Asset Management, LLC in Chattanooga, TN and has over 8 years of experience in the finance industry.

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