Overview
Assets Under Management: $303 million
Headquarters: MARIETA, GA
High-Net-Worth Clients: 82
Average Client Assets: $2 million
Frequently Asked Questions
SOUTHBRIDGE ADVISORS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #306075), SOUTHBRIDGE ADVISORS, LLC is subject to fiduciary duty under federal law.
SOUTHBRIDGE ADVISORS, LLC is headquartered in MARIETA, GA.
SOUTHBRIDGE ADVISORS, LLC serves 82 high-net-worth clients according to their SEC filing dated March 29, 2024. View client details ↓
According to their SEC Form ADV, SOUTHBRIDGE ADVISORS, LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
SOUTHBRIDGE ADVISORS, LLC manages $303 million in client assets according to their SEC filing dated March 29, 2024.
According to their SEC Form ADV, SOUTHBRIDGE ADVISORS, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 82
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 53.79
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 620
Discretionary Accounts: 610
Non-Discretionary Accounts: 10
Regulatory Filings
CRD Number: 306075
Last Filing Date: 2024-03-29 00:00:00
Website: https://southbridgeadv.com