Stonebridge Asset Management LLC

Stonebridge Asset Management LLC (CRD# 288094) is a financial advisory firm headquartered in , . They manage $9,451,746 in 34 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    9
    MILLION
  • Total Number of Accounts
    34
    ACCOUNTS
  • Average Account Value
    $277,993
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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.

CA, TX

Financial Advisors at Stonebridge Asset Management LLC
Showing 1 - 1 of 1 top financial advisors.
1
Jeremie McKee, financial advisor Corona CA
Jeremie D. McKee
CRD#: 3025644
Corona, CA

Jeremie McKee (CRD# 3025644) is an Investment Advisor Representative working at Stonebridge Asset Management LLC in Corona, CA and has over 26 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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