Stonebridge Wealth Management LLC
Stonebridge Wealth Management LLC (CRD# 285693) is a financial advisory firm headquartered in Oak Brook, IL. They manage $213,741,113 in 943 accounts and serve the financial needs of clients across 4 states (or territories).
-
Total Assets Under Management214MILLION
-
Total Number of Accounts943ACCOUNTS
-
Average Account Value$226,661
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, IL, IN, TX
William Laipple (CRD# 4312533) is an Investment Advisor Representative working at Stonebridge Wealth Management LLC in Oak Brook, IL and has over 23 years of experience in the finance industry.
Bryan Petry (CRD# 4622182) is an Investment Advisor Representative working at Stonebridge Wealth Management LLC in Oak Brook, IL and has over 21 years of experience in the finance industry.
Christopher Plahm (CRD# 4172886) is an Investment Advisor Representative working at Stonebridge Wealth Management LLC in Oak Brook, IL and has over 23 years of experience in the finance industry.