Stonebridge Financial Planning is an investment advisor in Orlando with $191.17 mm assets under management.
Company profile
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
261622283
SEC advisor number
801-113696
FINRA CRD number
154616
AUM ?
$191.17 mm
(as of 10 May 23)
Accounts
790
(as of 10 May 23)
Employees
8
(7 investment advisory or research)
Address
Stonebridge Financial Planning
203 HILLCREST STREET
ORLANDO
FL 32801
203 HILLCREST STREET
ORLANDO
FL 32801
Office hours
MONDAY - THURSDAY, 9:00 AM TO 4:00 PM
Phone
407-695-7100
Ownership
| Owner | Title | From | %Ownership |
|---|---|---|---|
| Webb, Dianne, Marie | President/chief Compliance Officer | 01/2013 | > 75% |
| Webb, John, Adrian | Chief Financial Officer | 03/2020 | < 5% |
| Robey, Rebecca, Anne | Member | 07/2021 | 10-25% |
| Shurtleff, Rhonda, L | Member | 07/2021 | 10-25% |
Latest filings (excl ownership)
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
8 Nov 24
13F-HR
Quarterly holdings report by institutional manager
7 Aug 24
13F-HR
Quarterly holdings report by institutional manager
13 May 24
13F-HR
Quarterly holdings report by institutional manager
5 Feb 24
13F-HR
Quarterly holdings report by institutional manager
7 Nov 23
13F-HR
Quarterly holdings report by institutional manager
11 Aug 23
13F-HR
Quarterly holdings report by institutional manager
3 May 23
13F-HR
Quarterly holdings report by institutional manager
18 Jan 23
13F-HR
Quarterly holdings report by institutional manager
31 Oct 22
13F-HR
Quarterly holdings report by institutional manager
29 Jul 22