Stoneridge Pmg Advisors, LLC

RIASEC Registered

Total AUM

$774M

Discretionary

$259M

33% of AUM

Avg account

$43M

Accounts

Employees

Advisory reps

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., PRINCIPAL SECURITIES, INC.
Fee structure: Percentage of AUM
Client types: State / Municipal Government87.44%
Insurance Companies10.36%
Other1.59%
Corporations / Businesses0.61%
Services: Portfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Stoneridge Pmg Advisors, LLC is a limited liability company that operates as an institutional registered investment adviser. The firm is SEC-registered (initial registration in 1996) and focuses on portfolio management for businesses and other institutional clients. It charges fees based on a percentage of assets under management and is organized under a mix of domestic entity and individual ownership. The adviser does not identify as an active ESG investor, does not act as a capital allocator, and is not organized as a multi-state or newly formed adviser.