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).
Current Firm Details
Stonebridge Wealth Management, LLC
By the Numbers
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Total Assets Under Management118MILLION
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Total Number of Accounts121ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
LA, NH, TX
Financial Advisors at Stonebridge Wealth Management, LLC
1
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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