1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2SOUTHBRIDGE ADVISORS, LLC

Map pinMARIETA, GA
Phone866-797-8693
NotebookSEC #801-117769
Total AUM
$353.1M
Employees
6
Clients
223

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
533 JOHNSON FERRY ROAD
SUITE 200
MARIETA
GA 30068
United States
Operating Hours
8AM - 5PM
Monday - Friday
Phone
866-797-8693
Other Offices
1

ReceiptFinancials

Total AUM
$353.1M
Accounts
612
Discretionary
$348.9M
Accounts
596
Non-Discretionary
$4.2M
Accounts
16

ContactClients

View more in analytics →

Individual Clients
119
AUM
$50.3M
HNW Individual Clients
82
AUM
$188.1M
Pension/Profit Sharing Plan Clients
19
AUM
$113.4M
Charitable Organization Clients
1
AUM
$120K
Corporation or Business Clients
1
AUM
$330.3K
Other Clients
1
AUM
$824K
Description of Other Clients
NATIONWIDE VA

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLGALANCOHSCTX

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 6 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account