Stonebridge Financial Partners

Finance · Michigan, United States · 11-50 Employees

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Overview

Headquarters

31000 Telegraph Rd Ste 200, Bingham Farm...

Phone Number

(248) 647-2400

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
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ZI Rank
1
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About Stonebridge Financial Partners

Stonebridge Financial Partners, LLC is a comprehensive financial services firm committed to helping you improve your long-term financial success. The company's customized programs are designed with strategies that seek to help grow and conserve your wealth by delivering a highly professional level of personalized service. The company were founded with the goal of assisting the company's clients in every aspect of their financial lives. The company provides personal service. With over 130 years of combined industry experience and over 400 million in brokerage and advisory assets under management as of December 1, 2004, the company strives to help create financial stability and financial independence for each of the company's clients.Explore more
Stonebridge Financial Partners's Social MediaPopular SearchesStonebridge Financial Partners LLCStonebridge Financial PartnersStonebridge Financial Associates LLCStonebridgefinancialpartners ComCarson WealthSIC Code 62,628NAICS Code 52,523Show more

Stonebridge Financial Partners Org Chart

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Mike Lee, Chief Financial Officer at Stonebridge Financial Partners
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Chief Financial Officer

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Client Relationship Manager

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Stonebridge Financial Par...

<$5M
11-50
Private
<$5M
2004
Mike Lee, Chief Financial Officer at Stonebridge Financial Partners
Mike LeeChief Financial Officer
<$5M
1-10
Private
-
2018
AJ
Angela JohnsonManager, Client Relations
<$5M
1-10
Private
-
2017
N/A
<$5M
1-10
Private
-
2010
RB
Renee BoulgerDirector, Operations
<$5M
1-10
Private
-
-
Hal Otey, Founder & Owner & Wealth Advisor at Hal Otey Financial
Hal OteyFounder & Owner & Wealth Advisor
<$5M
1-10
Private
-
2015
AB
Adam BaczkiewiczWealth Advisor
<$5M
1-10
Private
-
2010
CA
Carlas AllgoodFinancial Advisor & Founder
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Company Profile Activity

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Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Stonebridge Financial Partners financials insights

Gather financial insights about Stonebridge Financial Partners, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2020

Debt

$150K

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Stonebridge Financial Partners Tech Stack

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Frequently Asked Questions Regarding Stonebridge Financial Partners

What is Stonebridge Financial Partners's official website?
Stonebridge Financial Partners's official website is www.stonebridgefinancialpartners.com
What is Stonebridge Financial Partners's Revenue?
Stonebridge Financial Partners's revenue is <$5 Million
What is Stonebridge Financial Partners's SIC code?
Stonebridge Financial Partners's SIC: 62,628
What is Stonebridge Financial Partners's NAICS code?
Stonebridge Financial Partners's NAICS: 52,523
How many employees does Stonebridge Financial Partners have?
Stonebridge Financial Partners has 11-50 employees
What industry does Stonebridge Financial Partners belong to?
Stonebridge Financial Partners is in the industry of: Finance, Securities Trading
What is Stonebridge Financial Partners competition?
Stonebridge Financial Partners top competitors include: Equanimity Wealth Management, Valorem Financial, Allgood Financial Advisory, Hal Otey Financial
What technology does Stonebridge Financial Partners use?
Some of the popular technologies that Stonebridge Financial Partners uses are: Cloudflare Website Optimization, Proofpoint, Google Cloud Web Serving, Google Cloud Platform
Who is the CFO of Stonebridge Financial Partners?
Stonebridge Financial Partners's CFO is Mike Lee
How do I contact Stonebridge Financial Partners?
Stonebridge Financial Partners contact info: Phone number: (248) 647-2400 Website: www.stonebridgefinancialpartners.com
What does Stonebridge Financial Partners do?

Stonebridge Financial Partners, LLC is a comprehensive financial services firm committed to helping you improve your long-term financial success. The company's customized programs are designed with strategies that seek to help grow and conserve your wealth by delivering a highly professional level of personalized service. The company were founded w... ith the goal of assisting the company's clients in every aspect of their financial lives. The company provides personal service. With over 130 years of combined industry experience and over 400 million in brokerage and advisory assets under management as of December 1, 2004, the company strives to help create financial stability and financial independence for each of the company's clients.Read More

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

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