Smithbridge Asset Management, Inc.
Smithbridge Asset Management, Inc. (CRD# 106261) is a financial advisory firm headquartered in Chadds Ford, PA. They manage $613,003,476 in 944 accounts and serve the financial needs of clients across 14 states (or territories).
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Total Assets Under Management613MILLION
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Total Number of Accounts944ACCOUNTS
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Average Account Value$649,368
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AZ, CA, DE, FL, LA, MA, MD, MO, NC, NJ, NY, PA, TX, VA
Shawn Keane (CRD# 4484740) is an Investment Advisor Representative working at Smithbridge Asset Management, Inc. in Chadds Ford, PA and has over 21 years of experience in the finance industry.
James Kelly (CRD# 800928) is an Investment Advisor Representative working at Smithbridge Asset Management, Inc. in Chadds Ford, PA and has over 32 years of experience in the finance industry.
Jonathan Kolle (CRD# 1556948) is an Investment Advisor Representative working at Smithbridge Asset Management, Inc. in Chadds Ford, PA and has over 24 years of experience in the finance industry.
Daniel Morris (CRD# 1773610) is an Investment Advisor Representative working at Smithbridge Asset Management, Inc. in Chadds Ford, PA and has over 30 years of experience in the finance industry.
Brendan Keane (CRD# 7796333) is an Investment Advisor Representative working at Smithbridge Asset Management, Inc. in Chadds Ford, PA and has 1 year of experience in the finance industry.