Stonebridge Wealth Management, LLC

Stonebridge Wealth Management, LLC (CRD# 146775) is a financial advisory firm headquartered in Frisco, TX. They manage $80,142,452 in 121 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    80
    MILLION
  • Total Number of Accounts
    121
    ACCOUNTS
  • Average Account Value
    $662,334
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
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.

TX

Financial Advisors at Stonebridge Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Kelley J. Douglas
CRD#: 1647969
7460 Warren Parkway, Suite 100, Frisco, TX 75034
93
Wealthminder
score

Kelley Douglas (CRD# 1647969) is an Investment Advisor Representative working at Stonebridge Wealth Management, LLC in Frisco, TX and has over 29 years of experience in the finance industry.

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