Stonebridge Financial Planning is an investment advisor in Orlando with $191.17 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
261622283
SEC advisor number
801-129034
FINRA CRD number
327529
AUM ?
$1.58 bn
(as of 17 Apr 24)
Accounts
3,697
(as of 17 Apr 24)
Employees
26
(13 investment advisory or research)
Address
Stonebridge Financial Planning
203 HILLCREST STREET
ORLANDO
FL 32801
203 HILLCREST STREET
ORLANDO
FL 32801
Phone
407-695-7100
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
5 Feb 24
13F-HR
Quarterly holdings report by institutional manager
7 Nov 23
13F-HR
Quarterly holdings report by institutional manager
11 Aug 23
13F-HR
Quarterly holdings report by institutional manager
3 May 23
13F-HR
Quarterly holdings report by institutional manager
18 Jan 23
13F-HR
Quarterly holdings report by institutional manager
31 Oct 22
13F-HR
Quarterly holdings report by institutional manager
29 Jul 22
13F-HR
Quarterly holdings report by institutional manager
10 May 22
13F-HR
Quarterly holdings report by institutional manager
2 Feb 22
13F-HR
Quarterly holdings report by institutional manager
8 Nov 21