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Southbridge Advisors, LLC

● SEC registered since 2019CRD 306075SEC# 801-117769Marieta, GA
Export (members)
Reg. AUM
$349.7M
Employees
6
Accounts
610
Location
Marieta, GA

Southbridge Advisors, LLC assets under management

Southbridge Advisors, LLC is a registered investment adviser overseen by the SEC based in Marieta, GA. The firm has been registered since 2019. It reports $349.7 million in regulatory assets under management and employs 6 people.
www.southbridgeadv.comView on SEC.gov ↗

Southbridge Advisors, LLC owners & executives

5 reported
NameTitleOwnershipSince
George Wayne Richerson ControlMember10-25%2019
Jerold Martin Sniderman ControlMember10-25%2019
Louis J Brown ControlMember10-25%2019
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Frequently asked questions

How much does Southbridge Advisors, LLC manage?

Southbridge Advisors, LLC reports $349.7 million in regulatory assets under management on its Form ADV.

How many employees does Southbridge Advisors, LLC have?

Southbridge Advisors, LLC reports 6 employees.

Where is Southbridge Advisors, LLC located?

Southbridge Advisors, LLC is based in Marieta, GA and has been SEC-registered since 2019.

Does Southbridge Advisors, LLC disclose fund performance?

Southbridge Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address533 Johnson Ferry Road, Suite 200, Marieta, GA 30068
Phone866-797-8693
Office hours8a.m. - 5p.m.
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$239.3M
Non-discretionary$110.4M
Total (RAUM)$349.7M