Stonebridge Wealth Management, Ltd., Company

Stonebridge Wealth Management, Ltd., Company (CRD# 155149) is a financial advisory firm headquartered in , . They manage $6,956,446 in 38 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
http://www.stonebridgewealthmgt.com
By the Numbers
  • Total Assets Under Management
    7
    MILLION
  • Total Number of Accounts
    38
    ACCOUNTS
  • Average Account Value
    $183,064
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • 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.

SC

Financial Advisors at Stonebridge Wealth Management, Ltd., Company
Showing 1 - 1 of 1 top financial advisors.
1
James Yarbrough, financial advisor Greenville SC
James E. Yarbrough
CRD#: 2849196
Greenville, SC

James Yarbrough (CRD# 2849196) is an Investment Advisor Representative working at Stonebridge Wealth Management, Ltd., Company in Greenville, SC and has over 19 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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