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
Stonebridge Wealth Management, Ltd., Company
By the Numbers
-
Total Assets Under Management7MILLION
-
Total Number of Accounts38ACCOUNTS
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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
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Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
SC
Financial Advisors at Stonebridge Wealth Management, Ltd., Company
1
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.
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