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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-01-2017
- Office Locations
- 1
Office Locations
About Stonebridge Asset Management LLC
Stone Bridge Asset Management is a Tennessee-registered investment advisor providing personalized investment management and financial coaching for individuals and families, including retirement planning, business-transition planning, and charitable giving support. The firm emphasizes conservative, goal-based portfolio strategies with ongoing monitoring and transparent communication, offers client access via an eMoney portal, supports custody through Fidelity, and is a SmartVestor Pro.
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Owner & Executives
JEREMIE DANIEL MCKEE
Chief Compliance Officer, Managing Member, President
- CRD
- #3025644
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $22,851,349 | -- |
| Non-Discretionary | $0 | -- |
| Total | $22,851,349 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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