Stonebridge Asset Management LLC
Stonebridge Asset Management LLC (CRD# 288094) is a financial advisory firm headquartered in , . They manage $9,451,746 in 34 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Stonebridge Asset Management LLC
By the Numbers
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Total Assets Under Management9MILLION
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Total Number of Accounts34ACCOUNTS
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Average Account Value$277,993
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, TX
Financial Advisors at Stonebridge Asset Management LLC
1
Jeremie McKee (CRD# 3025644) is an Investment Advisor Representative working at Stonebridge Asset Management LLC in Corona, CA and has over 26 years of experience in the finance industry.
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