Assets Under Management
$1.8B
Number of Clients
1,299
Number of Advisors
22
Average Client AUM
$1.4M
AUM per Advisor
$83.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
Stonebridge Financial Group, LLC is a Registered Investment Adviser offering tailored investment advice and financial planning services. They review client objectives, recommend asset allocation strategies, and prepare written investment strategies. Financial planning includes risk assessment, investment, estate, and retirement planning.
602 North Front Street, Wormleysburg, PA, 17043