Stonebridge Advisors

Finance · Maryland, United States · 11-50 Employees

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Overview

Headquarters

24 Frederick Rd, Ellicott City, Maryland...

Phone Number

(443) 288-0781

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
Jan
Feb
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Apr
May
ZI Rank
1
1
1
1
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1

About Stonebridge Advisors

StoneBridge Advisors, Inc. is a premier financial planning and asset management firm that specializes in providing customized financial services to high-net-worth individuals, families, and business owners. Their offerings include asset management, retirement planning, estate planning strategies, business succession planning, estate tax planning, and risk management. The firm is built on a foundation of trust and personal connection, ensuring that clients receive tailored advice that aligns with their unique financial goals. With a commitment to long-term relationships and open communication, StoneBridge Advisors aims to empower clients to achieve financial confidence and peace of mind.Explore more
Stonebridge Advisors's Social MediaPopular SearchesStoneBridge Advisors IncSiteQuest TechnologiesStoneBridgeAdvisorsStonebridge Tax Services LLCStone Bridge AdvisorySIC Code 62,628NAICS Code 52,523Show more

Stonebridge Advisors Org Chart

PhoneEmail
Steve Koziol, Chief Operations Officer at Stonebridge Advisors
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Chief Operations Officer

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Stonebridge Advisors

<$5M
11-50
Private
-
2005
Steve Koziol, Chief Operations Officer at Stonebridge Advisors
Steve KoziolChief Operations Officer
$7M
1-10
Private
-
1979
RA
Rita AnnoAdministrative Assistant & Client Service Specialist
<$5M
11-50
Private
<$5M
2005
MK
Mark KavoliusDirector, Marketing
<$5M
1-10
Private
-
2006
DF
Daria FullerDirector, Client Technology
<$5M
11-50
Private
-
1950
<$5M
1-10
Private
-
2017
IB
Inomarie BerriosJumbo Underwriter
<$5M
1-10
Private
-
-
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Stonebridge Advisors is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Stonebridge Advisors is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Stonebridge Advisors.

Stonebridge Advisors Tech Stack

Top Finance Companies

Frequently Asked Questions Regarding Stonebridge Advisors

What is Stonebridge Advisors's official website?
Stonebridge Advisors's official website is www.stonebridgefinancialadvisors.net
What is Stonebridge Advisors's Revenue?
Stonebridge Advisors's revenue is <$5 Million
What is Stonebridge Advisors's SIC code?
Stonebridge Advisors's SIC: 62,628
What is Stonebridge Advisors's NAICS code?
Stonebridge Advisors's NAICS: 52,523
How many employees does Stonebridge Advisors have?
Stonebridge Advisors has 11-50 employees
What industry does Stonebridge Advisors belong to?
Stonebridge Advisors is in the industry of: Finance, Securities Trading
What is Stonebridge Advisors competition?
Stonebridge Advisors top competitors include: Bay Financial Associates, Rassler Financial, Dougherty & Associates, Amon & Associates
What technology does Stonebridge Advisors use?
Some of the popular technologies that Stonebridge Advisors uses are: Cloudflare Website Optimization, Google Tag Manager, FMG Suite, Amazon Web Hosting
How do I contact Stonebridge Advisors?
Stonebridge Advisors contact info: Phone number: (443) 288-0781 Website: www.stonebridgefinancialadvisors.net
What does Stonebridge Advisors do?

StoneBridge Advisors, Inc. is a premier financial planning and asset management firm that specializes in providing customized financial services to high-net-worth individuals, families, and business owners. Their offerings include asset management, retirement planning, estate planning strategies, business succession planning, estate tax planning, a... nd risk management. The firm is built on a foundation of trust and personal connection, ensuring that clients receive tailored advice that aligns with their unique financial goals. With a commitment to long-term relationships and open communication, StoneBridge Advisors aims to empower clients to achieve financial confidence and peace of mind.Read More

What are Stonebridge Advisors social media links?
Stonebridge Advisors Linkedin page Stonebridge Advisors Facebook page
Is Stonebridge Advisors a public company?
Stonebridge Advisors is private company therefore does not currently have an official ticker symbol
See more information about Stonebridge Advisors

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