← Back to searchVisit website
STONEBRIDGE FINANCIAL GROUP
GLOBAL FINANCIAL GROUP ADVISORS LLC
CRD 166251 · SEC 801-110584
3333 DEPOSIT DRIVE NE, SUITE 220, GRAND RAPIDS, MI, 49546, United States
Phone
855-530-0500
Fax
888-456-2928
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$739.4M
Discretionary AUM
$175.2M
Team
5 total employees; 5 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees; Commissions
Org form
Limited Liability Company
Filing date
2026-03-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 670 | $38.1M |
| High net worth individuals | 26 | $70.8M |
| Pension/profit sharing plans | 87 | $630.5M |
States served
IL, LA, MI, TX
All web addresses on file
- HTTPS://WWW.LINKEDIN.COM/IN/KYLE-BREIDENFIELD-076255127/
- HTTPS://WWW.LINKEDIN.COM/IN/BOB-HERDOIZA/
- HTTPS://TWITTER.COM/STONEBRIDGE401K
- HTTPS://WWW.FACEBOOK.COM/STONEBRIDGE-FINANCIAL-GROUP-158360154739028/
- HTTPS://WWW.LINKEDIN.COM/COMPANY/STONEBRIDGE-FINANCIAL/
- HTTPS://WWW.LINKEDIN.COM/IN/BRAD-PINTER-60A50B114/
- HTTP://WWW.STONEBRIDGEFINANCIALGROUP.COM/
Official SEC filing: View on IAPD