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Building 2STONEBRIDGE FINANCIAL GROUP, LLC

Map pinWORMLEYSBURG, PA
Phone717-736-7007
NotebookSEC #801-129034
Total AUM
$2.3B
Employees
29
Clients
1,457

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
602 NORTH FRONT STREET
WORMLEYSBURG
PA 17043
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
717-736-7007
Other Offices
4

ReceiptFinancials

Total AUM
$2.3B
Accounts
4,548
Discretionary
$2.1B
Accounts
4,051
Non-Discretionary
$160.8M
Accounts
497

ContactClients

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Individual Clients
896
AUM
$343.3M
HNW Individual Clients
391
AUM
$1.3B
Pension/Profit Sharing Plan Clients
156
AUM
$570M
Charitable Organization Clients
7
AUM
$19.2M
Government Entity Clients
1
AUM
$49.5M
Corporation or Business Clients
6
AUM
$9M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOCTDEFLGAILLAMAMDMENCNHNJNYOHPASCTXVA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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