Stockbridge Wealth Partners
Firm details
- Headquarters
- Birmingham, Alabama
- CRD number
- 293465
- Custodians
- CHARLES SCHWAB & CO., INC., ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Stockbridge Wealth Partners is an independent registered investment adviser organized as an LLC and owned by an individual principal. The firm serves individual and family clients and charges advisory fees based on a percentage of assets under management. Its advisory scope centers on portfolio management for individuals and small businesses, and the firm also conducts insurance brokerage activity and maintains ties with an insurance company for industry affiliations. It does not position itself as a multi-state or ESG-focused adviser and is not identified as a capital allocator or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Equities95%
- Cash & Cash Equivalents5%
Contacts
1 of 1
William Gay
FounderCRD 6753929
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Birmingham, AL
Jefferson
Location
Birmingham, AL
Headquartered in Birmingham, AL, anchoring the Birmingham-Hoover-Talladega, AL metro in the South.
- Metro area
- Birmingham-Hoover-Talladega, AL
- Region
- South
- County
- Jefferson
- Address
- 1 Metroplex Dr
- Time zone
- CT (UTC-6)
- Office locations
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