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Building 2STONEBRIDGE WEALTH SYSTEMS LLC

Map pinKEARNEY, NE
Phone308-698-0144
NotebookSEC #801-128877
Total AUM
$369.1M
Employees
25
Clients
931

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
108 1ST AVENUE PLACE
KEARNEY
NE 68847
United States
Operating Hours
8:30 AM - 5:00 PM
Monday - Friday
Phone
308-698-0144
Other Offices
3

ReceiptFinancials

Total AUM
$369.1M
Accounts
2,820
Discretionary
$357M
Accounts
2,608
Non-Discretionary
$12.2M
Accounts
212

ContactClients

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Individual Clients
792
AUM
$201.1M
HNW Individual Clients
139
AUM
$168M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCOFLKSMONETX

HandshakeAffiliates

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

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