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Building 2STONEBRIDGE WEALTH MANAGEMENT, LLC

Map pinPLANO, TX
Phone214-437-7773
NotebookSEC #801-69083
Total AUM
$16.9M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6860 N. DALLAS PARKWAY
SUITE 200
PLANO
TX 75024
USA
Operating Hours
9AM TO 5PM
Monday - Friday
Phone
214-437-7773

ReceiptFinancials

Total AUM
$16.9M
Accounts
15
Discretionary
$16.9M
Accounts
15
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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

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