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, owner-operated registered investment adviser that has been SEC-registered since 1997. The firm acts as a capital allocator and provides both individual/family and institutional clients with financial planning and portfolio management services. Its advisory capabilities include portfolio management for individuals, small businesses, investment companies and institutions, and it also performs manager selection for third-party advisers. Fee arrangements are flexible and include a percentage-of-AUM model as well as hourly and fixed-fee engagements. Smithbridge is not identified 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 5David Hargrove
President, CCOCRD 2252140
Brendan Keane
Client Relationship ManagerCRD 7796333
Timothy Deangelo
Investment Adviser RepresentativeCRD 4464790
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 82Active vs passive
$274M in ETFs
71%
$195M
27%
$78.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD CORE BOND ETF (VCRB) | Vanguard | Active | Intermediate Core Bond | $23.2M | 300,432 | 8.47% |
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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