Stone Bridge Asset Management, LLC
Stone Bridge Asset Management, LLC (CRD# 159334) is a financial advisory firm headquartered in Chattanooga, TN. They manage $71,822,416 in 516 accounts and serve the financial needs of clients across 4 states (or territories).
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Total Assets Under Management72MILLION
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Total Number of Accounts516ACCOUNTS
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Average Account Value$139,191
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AL, GA, TN, TX
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.
Erik Boehm (CRD# 4900697) is an Investment Advisor Representative working at Stone Bridge Asset Management, LLC in Chattanooga, TN and has over 19 years of experience in the finance industry.
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.