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STONEBRIDGE FINANCIAL PLANNING GROUP, LLC
CRD 154616 · SEC 801-113696
203 HILLCREST STREET, ORLANDO, FL, 32801, United States
Phone
407-695-7100
Fax
321-222-0211
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$329.7M
Discretionary AUM
$328.6M
Team
8 total employees; 8 advisory reps; 29 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminarsDIVORCE PLANNING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 258 | $116.3M |
| High net worth individuals | 82 | $210.5M |
States served
GA, NC, PA, SC, TN, TX, FL
All web addresses on file
Official SEC filing: View on IAPD