Stonebridge Wealth Management

Finance · Illinois, United States · 1-10 Employees

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Overview

Headquarters

1010 Jorie Blvd Ste 144, Oak Brook, Illi...

Phone Number

(630) 230-1830

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Stonebridge Wealth Management

Stonebridge Wealth Management is an Illinois registered investment advisor specializing in wealth management, financial planning, and retirement income planning. The firm focuses on helping a select group of clients retire comfortably and maintain their retirement lifestyle through personalized and comprehensive long-term plans. Their services include retirement income planning, tax distribution strategies, investment management, and legacy planning. Stonebridge Wealth Management is dedicated to providing exceptional service by understanding each client's unique retirement and financial goals.Explore more
Stonebridge Wealth Management's Social MediaPopular SearchesStonebridge Wealth Management LLCStonebridge WMSIC Code 62,628NAICS Code 52,523Show more

Stonebridge Wealth Management Org Chart

PhoneEmail
BP
United States flag for contact location.

Manager, Wealth

PhoneEmail

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Stonebridge Wealth Manage...

<$5M
1-10
Private
<$5M
-
BP
Bryan PetryManager, Wealth
$5.6M
11-50
Private
-
2015
JK
Joseph KloecknerFinancial Advisor
<$5M
1-10
Private
-
2013
SO
Steve OsterinkChief Investment Officer, Cfa, Cfp, Aif
<$5M
1-10
Private
-
2006
AF
Alan FischerOwner, Founder, and Senior Wealth Manager
<$5M
1-10
Private
-
2016
SG
Susan GreenRelationship Manager & Research Associate
<$5M
1-10
Private
-
1983
<$5M
1-10
Private
-
2005
RB
Reilly BrowningBusiness Development Coordinator
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Stonebridge Wealth Management financials insights

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

2021

Debt

$57K

See All Stonebridge Wealth Management's Financials Insights

Stonebridge Wealth Management Tech Stack

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Frequently Asked Questions Regarding Stonebridge Wealth Management

What is Stonebridge Wealth Management's official website?
Stonebridge Wealth Management's official website is www.stonebridgewm.com
What is Stonebridge Wealth Management's Revenue?
Stonebridge Wealth Management's revenue is <$5 Million
What is Stonebridge Wealth Management's SIC code?
Stonebridge Wealth Management's SIC: 62,628
What is Stonebridge Wealth Management's NAICS code?
Stonebridge Wealth Management's NAICS: 52,523
How many employees does Stonebridge Wealth Management have?
Stonebridge Wealth Management has 1-10 employees
What industry does Stonebridge Wealth Management belong to?
Stonebridge Wealth Management is in the industry of: Finance, Securities Trading
What is Stonebridge Wealth Management competition?
Stonebridge Wealth Management top competitors include: Goodrich and Associates, Sterling Wealth Partners, Browning Graves, Great Lakes Wealth Advisors
What technology does Stonebridge Wealth Management use?
Some of the popular technologies that Stonebridge Wealth Management uses are: WordPress.org, PHP, Google Universal Analytics, Proofpoint
How do I contact Stonebridge Wealth Management?
Stonebridge Wealth Management contact info: Phone number: (630) 230-1830 Website: www.stonebridgewm.com
What does Stonebridge Wealth Management do?

Stonebridge Wealth Management is an Illinois registered investment advisor specializing in wealth management, financial planning, and retirement income planning. The firm focuses on helping a select group of clients retire comfortably and maintain their retirement lifestyle through personalized and comprehensive long-term plans. Their services incl... ude retirement income planning, tax distribution strategies, investment management, and legacy planning. Stonebridge Wealth Management is dedicated to providing exceptional service by understanding each client's unique retirement and financial goals.Read More

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

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