StoneBridge Wealth Management

Finance · Minnesota, United States · 1-10 Employees

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Overview

Headquarters

510 22nd Ave E Ste 202, Alexandria, Minn...

Phone Number

(320) 846-3500

Revenue

<$5 Million

Industry

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

StoneBridge Wealth Management, LLC specializes in providing personalized financial services, including investment strategies, retirement planning, estate management, and insurance solutions. With a commitment to understanding each client's unique needs, they aim to help individuals and families achieve financial freedom and secure their legacies. Their team of experienced financial professionals offers tailored advice to navigate various market conditions and ensure clients remain focused on their goals. The company is dedicated to delivering exceptional service and building lasting relationships within the community.Explore more
StoneBridge Wealth Management's Social MediaPopular SearchesStonebridge Wealth Management LLCStoneBridge Wealth ManagementMark Opp Stonebridge Wealth MgmtMark Opp - Stonebridge WealthMark Stonebridge Wealth ManagementSIC Code 62,628NAICS Code 52,523Show more

StoneBridge Wealth Management Org Chart

PhoneEmail
CS
United States flag for contact location.

Managing Director, Private Wealth Manager

PhoneEmail
MO
United States flag for contact location.

Managing Director, Private Wealth Manager

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

StoneBridge Wealth Manage...

<$5M
1-10
Private
-
2010
CS
Christine SchroederManaging Director, Private Wealth Manager
<$5M
1-10
Private
-
2011
GP
Glen ParkWealth Management Advisor
<$5M
1-10
Private
-
2014
VL
Vance LayneLPL Registered Representative
<$5M
1-10
Private
-
2018
SF
Stephanie FonteClient Concierge and Marketing Manager
<$5M
1-10
Private
-
-
JL
Jeffrey LovettVice President
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2020
N/A
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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 Tech Stack

A closer look at the technologies used by StoneBridge Wealth Management

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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.stonebridgewealthmanagementllc.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: tclwm.com, Park Wealth Management, Sandbridge Advisors, Summit Wealth Management
What technology does StoneBridge Wealth Management use?
Some of the popular technologies that StoneBridge Wealth Management uses are: Cloudflare Website Optimization, Google Font API, Microsoft 365, Google Tag Manager
How do I contact StoneBridge Wealth Management?
StoneBridge Wealth Management contact info: Phone number: (320) 846-3500 Website: www.stonebridgewealthmanagementllc.com
What does StoneBridge Wealth Management do?

StoneBridge Wealth Management, LLC specializes in providing personalized financial services, including investment strategies, retirement planning, estate management, and insurance solutions. With a commitment to understanding each client's unique needs, they aim to help individuals and families achieve financial freedom and secure their legacies. T... heir team of experienced financial professionals offers tailored advice to navigate various market conditions and ensure clients remain focused on their goals. The company is dedicated to delivering exceptional service and building lasting relationships within the community.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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