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Building 2SMITHBRIDGE ASSET MANAGEMENT, INC.

Map pinCHADDS FORD, PA
Phone610-361-9141
NotebookSEC #801-53667
Total AUM
$830.7M
Employees
12
Clients
513

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
116 COMMONS COURT
CHADDS FORD
PA 19317
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
610-361-9141
Other Offices
1

ReceiptFinancials

Total AUM
$830.7M
Accounts
1,096
Discretionary
$813.7M
Accounts
1,084
Non-Discretionary
$16.9M
Accounts
12

ContactClients

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Individual Clients
339
AUM
$118.8M
HNW Individual Clients
161
AUM
$634.3M
Investment Company Clients
1
AUM
$33.3M
Pooled Vehicle Clients
2
AUM
$799.6K
Pension/Profit Sharing Plan Clients
3
AUM
$12.9M
Charitable Organization Clients
7
AUM
$30.6M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCADEFLLAMAMDMONCNENHNJNYPASCTXUTVAWIWV

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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