Stonebridge Wealth Management, Ltd., Company

Stonebridge Wealth Management, Ltd., Company (CRD# 155149) is a financial advisory firm headquartered in Greenville, SC. They manage $12,588,917 in 95 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    13
    MILLION
  • Total Number of Accounts
    95
    ACCOUNTS
  • Average Account Value
    $132,515
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
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.

SC

Financial Advisors at Stonebridge Wealth Management, Ltd., Company
Showing 1 - 2 of 2 top financial advisors.
1
James A. Parker
CRD#: 5558128
23 Cleveland Street, Suite B, Greenville, SC 29601
93
Wealthminder
score

James Parker (CRD# 5558128) is an Investment Advisor Representative working at Stonebridge Wealth Management, Ltd., Company in Greenville, SC and has over 8 years of experience in the finance industry.

2
James E. Yarbrough
CRD#: 2849196
Greenville, SC
93
Wealthminder
score

James Yarbrough (CRD# 2849196) is an Investment Advisor Representative working at Stonebridge Wealth Management, Ltd., Company in Greenville, SC and has over 11 years of experience in the finance industry.

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