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| Stonebridge Financial Planning Group LLC
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| |
|---|---|
| CRD # | 154616 |
| SEC # | 801-113696 |
| CIK # | 0001802494 |
| AUM | $219.8 MM (2024-03-27) |
| Employees | 9 (89% Investors, 67% Brokers) |
| Phone | 407-695-7100 |
| Address | 203 Hillcrest Street Orlando, FL 32801 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AMZN | 1,092,997.8 | 4.9 | |
| NVDA | 399,550.0 | 3.3 | |
| AAPL | 2,382,844.0 | 3.0 | |
| V | 419,260.5 | 2.4 | |
| MSFT | 1,918,222.4 | 2.4 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 279 | 110.1 |
| (b) Individuals (high net worth individuals) | 42 | 107.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.4 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 2.0 |
| (n) Other | 0 | 0.0 |
| Total | 634 | 219.8 |
| By Discretionary | ||
| Discretionary | 631 | 218.9 |
| Non-Discretionary | 3 | 0.9 |
| Total | 634 | 219.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 219.8 | |
| Total | 634 | 219.8 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001802494] |
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