Stoneridge Pmg Advisors, LLC

RIASEC RegisteredEst. 1996

Total AUM

$391M

Discretionary

$93.6M

24% of AUM

Avg account

$32.6M

Accounts

12

Employees

8

Advisory reps

6

Firm details

Headquarters: Radnor, Pennsylvania
CRD number: 107662
Registered since: June 21, 1996
Website: srpmga.com
Custodians: TD BANK USA, NATIONAL ASSOCIATION, U.S. BANCORP INVESTMENTS, INC.
Fee structure: Percentage of AUM
Client types: State / Municipal Government92.59%
Other3.13%
Insurance Companies3.07%
Corporations / Businesses1.2%
Services: Portfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Stoneridge Pmg Advisors, LLC is an SEC-registered investment adviser (since 1996) that manages assets for institutional clients. The firm operates as a limited liability company with domestic and individual ownership, and it bills on a percentage-of-assets-under-management basis. Its primary advisory activity is portfolio management for businesses or institutional entities. Stoneridge does not identify as an active ESG investor, is not a multi-state adviser, and does not serve as a pension consultant.

Assets & Accounts

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

US Government Bonds48%
Investment Grade Corp Bonds20%
Cash & Cash Equivalents19%
State & Local Bonds13%

Owners & executives

3 of 4

Wayne Leevy
Chief Financial OfficerCRD 4068567
Kimberly Clarke
Chief Compliance OfficerCRD 6626710
Steven Sanders
CEO and Chief Investment StrategistCRD 1238874

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Contacts

2 of 2

Osagie Imasogie
Elected ManagerCRD 4998610
Donald Caldwell
Elected ManagerCRD 4379928

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

Radnor, PA

Delaware

Location

Radnor, PA

Headquartered in Radnor, 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: 201 King Of Prussia Rd
Time zone: ET (UTC-5)
Office locations

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