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).
Total Assets Under Management80MILLION
Total Number of Accounts121ACCOUNTS
Average Account Value$662,334
- A percentage of assets under your management
- 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)
Kelley Douglas (CRD# 1647969) is an Investment Advisor Representative working at Stonebridge Wealth Management, LLC in Frisco, TX and has over 30 years of experience in the finance industry.