Stonebridge Wealth Management, LLC

Stonebridge Wealth Management, LLC (CRD# 146775) is a financial advisory firm headquartered in Frisco, TX. They manage $117,645,553 in 121 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    118
    MILLION
  • Total Number of Accounts
    121
    ACCOUNTS
  • Average Account Value
    $972,277
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

LA, NH, TX

Financial Advisors at Stonebridge Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Kelley J. Douglas
CRD#: 1647969
6160 Warren Parkway, Suite 100, Frisco, TX 75034

Kelley Douglas (CRD# 1647969) is an Investment Advisor Representative working at Stonebridge Wealth Management, LLC in Frisco, TX and has over 36 years of experience in the finance industry.

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