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Stonebridge Financial Planning Group, LLC

● SEC registered since 2018CRD 154616SEC# 801-113696Orlando, FL
Export (members)
Reg. AUM
$281M
Employees
9
Accounts
662
Location
Orlando, FL

Stonebridge Financial Planning Group, LLC assets under management

Stonebridge Financial Planning Group, LLC is an SEC-registered investment adviser based in Orlando, FL. The firm has been registered since 2018. It reports $281 million in regulatory assets under management and employs 9 people.
www.stonebridgefpgroup.comView on SEC.gov ↗

Stonebridge Financial Planning Group, LLC owners & executives

3 reported
NameTitleOwnershipSince
Catherine Jolly HyderMember10-25%2024
Dianne Marie Webb ControlPresident/Chief Compliance Officer50-75%2013
Rebecca Anne Robey ControlMember25-50%2021

Frequently asked questions

How much does Stonebridge Financial Planning Group, LLC manage?

Stonebridge Financial Planning Group, LLC reports $281 million in regulatory assets under management on its Form ADV.

How many employees does Stonebridge Financial Planning Group, LLC have?

Stonebridge Financial Planning Group, LLC reports 9 employees.

Where is Stonebridge Financial Planning Group, LLC located?

Stonebridge Financial Planning Group, LLC is based in Orlando, FL and has been SEC-registered since 2018.

Does Stonebridge Financial Planning Group, LLC disclose fund performance?

Stonebridge Financial Planning Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address203 Hillcrest Street, Orlando, FL 32801
Phone407-695-7100
Fax321-222-0211
Office hours8:30 a.m. To 4:00 p.m.
SEC regionMiami Regional Office (MIRO)
CIK1802494
Discloses disciplinary historyNo

Assets under management

Discretionary$280M
Non-discretionary$987K
Total (RAUM)$281M