Stonebridge Financial Planning Group, LLC
Stonebridge Financial Planning Group, LLC is an SEC-registered mass-market adviser in Orlando, FL with $329.7M assets under management (AUM, regulatory AUM), +17% over one year. See who owns Stonebridge Financial Planning Group, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 154616, SEC 801-113696, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $329.7M (2026-03-31)
- Firm type
- Mass-Market Adviser
- Location
- Orlando, FL
- Employees
- 8
- Clients
- 340
- CRD
- 154616
- Ownership
- WEBB, DIANNE, MARIE; WEBB, JOHN, ADRIAN; SHURTLEFF, RHONDA, L; ROBEY, REBECCA, ANNE; HYDER, CATHERINE, JOLLY
How much AUM does Stonebridge Financial Planning Group, LLC have?
Stonebridge Financial Planning Group, LLC reported $329.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Stonebridge Financial Planning Group, LLC?
Disclosed owners and executives of Stonebridge Financial Planning Group, LLC include WEBB, DIANNE, MARIE, WEBB, JOHN, ADRIAN, SHURTLEFF, RHONDA, L, ROBEY, REBECCA, ANNE, HYDER, CATHERINE, JOLLY. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.