Stonebridge Wealth Management
Stonebridge Wealth Management (CRD# 122477) is a financial advisory firm headquartered in Nashville, TN. They manage $154,625,429 in 342 accounts and serve the financial needs of clients across 7 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management155MILLION
-
Total Number of Accounts342ACCOUNTS
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Average Account Value$452,121
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)
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, FL, LA, OH, TN, TX, VA
Financial Advisors at Stonebridge Wealth Management
No Advisor Found.
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