Smithbridge Asset Management, Inc.
Firm details
- Headquarters
- Chadds Ford, Pennsylvania
- CRD number
- 106261
- Registered since
- January 16, 1997
- Website
- smithbridgeasset.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI76.36%
- Individuals14.31%
- Investment Companies4.01%
- Charitable Organizations3.68%
- Pension & Profit Sharing Plans1.55%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Smithbridge Asset Management, Inc. is an independent, privately owned registered investment adviser that has been registered with the SEC since 1997. The firm serves both individual and family clients as well as institutional investors and positions itself as a capital allocator that combines direct portfolio management with selection of third‑party managers. Advisory services listed include financial planning, portfolio management for individuals, small businesses, investment companies and institutions, plus outsourcing or selection of other advisers. Fee arrangements include percentage of AUM as well as hourly and fixed fees. Smithbridge does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities58%
- Public Funds/Mutual Funds35%
- Cash & Cash Equivalents4%
- US Government Bonds1%
- State & Local Bonds1%
Owners & executives
1 of 1
Jonathan Kolle
President, Chief Investment OfficerCRD 1556948
Contacts
3 of 5
Shawn Keane
Vice PresidentCRD 4484740
David Hargrove
Investment Adviser RepresentativeCRD 2252140
Timothy Deangelo
Investment Adviser RepresentativeCRD 4464790
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 80Active vs passive
$286M in ETFs
72%
$206M
26%
$79.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD CORE BOND ETF (VCRB) | Vanguard | Active | Intermediate Core Bond | $23.7M | 322,487 | 8.30% |
Location
Chadds Ford, PA
Delaware
Location
Chadds Ford, PA
Headquartered in Chadds Ford, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- Delaware
- Address
- 116 Commons Ct
- Time zone
- ET (UTC-5)
- Office locations
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