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Building 2STERLING BRIDGE FINANCIAL GROUP LLC

Map pinPALM HARBOR, FL
Phone(727) 250-4130
NotebookSEC #801-135915
Total AUM
$131.1M
Employees
8
Clients
827

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4174 WOODLANDS PARKWAY
PALM HARBOR
FL 34685
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
(727) 250-4130

ReceiptFinancials

Total AUM
$131.1M
Accounts
776
Discretionary
$131.1M
Accounts
776
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
776
AUM
$93.4M
HNW Individual Clients
50
AUM
$37.3M
Pension/Profit Sharing Plan Clients
1
AUM
$365.5K

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FL

HandshakeAffiliates

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

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