Robert
Herdoiza
Stonebridge Financial Group
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About this Advisor
Robert Herdoiza is a financial advisor based in Grand Rapids, Michigan, working with Stonebridge Financial Group. Robert has previously held positions at Triad Advisors, Inc, Cebos, LTD, and Global Financial Group Advisors LLC D/B/A Stonebridge Financial. Robert has passed the Series 66 regulatory exam and is registered to provide services in Michigan. Currently, Robert is part of Stonebridge Financial Group, which operates out of Grand Rapids, Michigan. The firm has 1 office and 5 employees. The firm manages assets totaling $576.1 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Stonebridge Financial Group includes asset-based, hourly, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Stonebridge Financial Group Brokerage Details
$576,126,530
5
669
$861,176
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Robert Herdoiza Work History
Triad Advisors, Inc
Global Financial Group Advisors LLC D/B/A Stonebridge Financial
Cebos, LTD
Disclosures
Please visit the SEC profile of Robert Herdoiza to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Stonebridge Financial Group
Grand Rapids, MI
Grand Rapids, MI
Grand Rapids, MI
Grand Rapids, MI
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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