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Smithbridge Asset Management, Inc.

● SEC registered since 1997CRD 106261SEC# 801-53667Chadds Ford, PA
Export (members)
Reg. AUM
$665.8M
Employees
12
Accounts
1,061
Location
Chadds Ford, PA

Smithbridge Asset Management, Inc. assets under management

Smithbridge Asset Management, Inc. is an investment advisory firm registered with the SEC based in Chadds Ford, PA. The firm has been registered since 1997. It reports $665.8 million in regulatory assets under management and employs 12 people.

Smithbridge Asset Management, Inc. owners & executives

2 reported
NameTitleOwnershipSince
Jonathan Frederic Kolle ControlPresident-Managing Director And Chief Compliance Officer50-75%2014
Shawn Richard Keane ControlVice President25-50%2018

Frequently asked questions

How much does Smithbridge Asset Management, Inc. manage?

Smithbridge Asset Management, Inc. reports $665.8 million in regulatory assets under management on its Form ADV.

How many employees does Smithbridge Asset Management, Inc. have?

Smithbridge Asset Management, Inc. reports 12 employees.

Where is Smithbridge Asset Management, Inc. located?

Smithbridge Asset Management, Inc. is based in Chadds Ford, PA and has been SEC-registered since 1997.

Does Smithbridge Asset Management, Inc. disclose fund performance?

Smithbridge Asset Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address116 Commons Court, Chadds Ford, PA 19317
Phone610-361-9141
Fax610-361-9140
Office hours9:00 a.m. - 5:00 p.m.
SEC regionPhiladelphia Regional Office (PLRO)
CIK1103245
Discloses disciplinary historyNo

Assets under management

Discretionary$650M
Non-discretionary$15.8M
Total (RAUM)$665.8M