Stonebridge Investment Counsel, Inc. is an adviser based in Brentwood. It manages $51.8 million of regulatory assets for 239 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdictions of California, District of Columbia, Florida, and 5 other states.
Stonebridge Investment Counsel provides financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and general consulting. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Stonebridge Investment Counsel, Inc. is $51.8 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 485% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Stonebridge Investment Counsel, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Mitchell Stanley Martin has been acting as President since 1 Aug 2002. Louise Mary Taylor joined the executive team most recently as the Executive Vice President/Director.
The principal office where Stonebridge Investment Counsel, Inc. performs its advisory services is located at 215 Ward Circle, Brentwood, TN 37027, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 615-309-0969 or by fax 615-620-0608. The normal business hours are 9:00 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.stonebridgeadvisers.com.