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

Building 2STONERIDGE PMG ADVISORS, LLC

Map pinRADNOR, PA
Phone484-254-5400
NotebookSEC #801-52204
Total AUM
$390.7M
Employees
8
Clients
8

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
201 KING OF PRUSSIA ROAD
SUITE 200
RADNOR
PA 19087
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
484-254-5400

ReceiptFinancials

Total AUM
$390.7M
Accounts
12
Discretionary
$93.6M
Accounts
8
Non-Discretionary
$297M
Accounts
4

ContactClients

View more in analytics →

Government Entity Clients
4
AUM
$361.7M
Insurance Company Clients
1
AUM
$12M
Corporation or Business Clients
2
AUM
$4.7M
Other Clients
1
AUM
$12.2M
Description of Other Clients
ENDOWMENTS/FOUNDATIONS

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Institutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
PA

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

Feature requires an account