STONEBRIDGE FINANCIAL PLANNING GROUP, LLC
SEC Form ADV profile.
Total regulatory AUM
$329,710,292
Discretionary
$328,607,194
Non-discretionary
$1,103,098
Firm details
- CRD number
- 154616
- SEC file number
- 801-113696
- Main office
- ORLANDO, FL, United States
- Employees
- 8
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.