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Building 2STONEBRIDGE FINANCIAL GROUP

Map pinGRAND RAPIDS, MI
Phone855-530-0500
NotebookSEC #801-110584
Total AUM
$739.4M
Employees
5
Clients
783

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3333 DEPOSIT DRIVE NE, SUITE 220
GRAND RAPIDS
MI 49546
United States
Operating Hours
8:00AM - 5:00PM
Monday - Friday
Phone
855-530-0500
Other Offices
1

ReceiptFinancials

Total AUM
$739.4M
Accounts
783
Discretionary
$175.2M
Accounts
521
Non-Discretionary
$564.2M
Accounts
262

ContactClients

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Individual Clients
670
AUM
$38.1M
HNW Individual Clients
26
AUM
$70.8M
Pension/Profit Sharing Plan Clients
87
AUM
$630.5M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ILLAMITX

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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