Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
22 advisors
Number of Clients
1,299 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$1.8B

Fee Structure

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Location

602 North Front Street, Wormleysburg, PA, 17043

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Stonebridge Financial Group, LLC
January 2024 - Present · 2 yrs 1 mo
Previous Registrations
Triad Hybrid Solutions
March 2023 - December 2023 · 9 mos
State Registrations1 state
PA
Advisor
Exams
No exam information available for this advisor.