Overview
Assets Under Management: $111 million
Headquarters: NAPLES, FL
High-Net-Worth Clients: 11
Average Client Assets: $10.0 million
Frequently Asked Questions
STEELBRIDGE PRIVATE WEALTH 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 #282303), STEELBRIDGE PRIVATE WEALTH ADVISORS LLC is subject to fiduciary duty under federal law.
STEELBRIDGE PRIVATE WEALTH ADVISORS LLC is headquartered in NAPLES, FL.
STEELBRIDGE PRIVATE WEALTH ADVISORS LLC serves 11 high-net-worth clients according to their SEC filing dated January 29, 2018. View client details ↓
According to their SEC Form ADV, STEELBRIDGE PRIVATE WEALTH ADVISORS LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
STEELBRIDGE PRIVATE WEALTH ADVISORS LLC manages $111 million in client assets according to their SEC filing dated January 29, 2018.
According to their SEC Form ADV, STEELBRIDGE PRIVATE WEALTH ADVISORS LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 11
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 99.62%
Average Client Assets: $10.0 million
Total Client Accounts: 46
Discretionary Accounts: 40
Non-Discretionary Accounts: 6
Regulatory Filings
CRD Number: 282303
Filing ID: 1164642
Last Filing Date: 2018-01-29 16:00:00