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STONE BRIDGE ASSET MANAGEMENT, LLC
CRD 159334
240 FOREST AVENUE, SUITE 101, CHATTANOOGA, TN, 37405, United States
Phone
423-605-4645
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$84.1M
Discretionary AUM
$84.1M
Team
3 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersMODEL PROVIDER, FINANCIAL COACHING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 190 | $32.5M |
| High net worth individuals | 50 | $51.6M |
All web addresses on file
Official SEC filing: View on IAPD