Stone Bridge Asset Management, LLC

Stone Bridge Asset Management, LLC (CRD# 159334) is a financial advisory firm headquartered in Chattanooga, TN. They manage $57,786,373 in 445 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    58
    MILLION
  • Total Number of Accounts
    445
    ACCOUNTS
  • Average Account Value
    $129,857
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
The map below shows states where this firm has explicit registration only.

AL, GA, TN, TX

Financial Advisors at Stone Bridge Asset Management, LLC
Showing 1 - 3 of 3 top financial advisors.
1
David W. Babb
CRD#: 4522145
240 Forest Avenue, Suite 101, Chattanooga, TN 37405

David Babb (CRD# 4522145) is an Investment Advisor Representative working at Stone Bridge Asset Management, LLC in Chattanooga, TN and has over 21 years of experience in the finance industry.

2
Erik M. Boehm
CRD#: 4900697
240 Forest Avenue, Suite 101, Chattanooga, TN 37405

Erik Boehm (CRD# 4900697) is an Investment Advisor Representative working at Stone Bridge Asset Management, LLC in Chattanooga, TN and has over 18 years of experience in the finance industry.

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

Thomas Francescon (CRD# 5451941) is an Investment Advisor Representative working at Stone Bridge Asset Management, LLC in Chattanooga, TN and has over 16 years of experience in the finance industry.

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