STONEBRIDGE INVESTMENT COUNSEL, LLC

STONEBRIDGE WEALTH MANAGEMENT
NASHVILLE, Tennessee·3 registered advisors·CRD# 122477
SEC# 801-1179440615-309-0832
01

Firm Overview

AUM
$155M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at STONEBRIDGE INVESTMENT COUNSEL, LLC

3 registered advisors
Louise Mary Taylor
BRENTWOOD, Tennessee
Mitchell Stanley Martin
NASHVILLE, Tennessee
Tyler Owen Martin
NASHVILLE, Tennessee
05

Office Locations

NASHVILLE, Tennessee
2 advisors
BRENTWOOD, Tennessee
1 advisor

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Data sourced from SEC Form ADV filings. STONEBRIDGE INVESTMENT COUNSEL, LLC (CRD# 122477) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.