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Building 2STONEBRIDGE WEALTH MANAGEMENT

Map pinNASHVILLE, TN
Phone615-309-0832
NotebookSEC #801-117944
Total AUM
$154.6M
Employees
5
Clients
93

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
LOEWS VANDERBILT PLAZA
2100 WEST END AVENUE, SUITE 660
NASHVILLE
TN 37203
United States
Operating Hours
9:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
615-309-0832

ReceiptFinancials

Total AUM
$154.6M
Accounts
342
Discretionary
$154.6M
Accounts
342
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
25
AUM
$2.3M
HNW Individual Clients
65
AUM
$130.6M
Charitable Organization Clients
3
AUM
$21.7M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther Services
Other Services
GENERAL CONSULTING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLLAOHTNTXVA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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