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Stoneridge Pmg Advisors, LLC

● SEC registered since 1996CRD 107662SEC# 801-52204Radnor, PA
Export (members)
Reg. AUM
$403.7M
Employees
8
Accounts
15
Location
Radnor, PA

Stoneridge Pmg Advisors, LLC assets under management

Stoneridge Pmg Advisors, LLC operates as an SEC-registered investment adviser based in Radnor, PA. The firm has been registered since 1996. It reports $403.7 million in regulatory assets under management and employs 8 people.

Stoneridge Pmg Advisors, LLC owners & executives

21 reported
NameTitleOwnershipSince
Advisors Holding, LLCMember25-50%2003
Anthony James Basile ControlManaging DirectorUnder 5%1996
Beltraith Capital, LLC ControlMember50-75%2015
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Frequently asked questions

How much does Stoneridge Pmg Advisors, LLC manage?

Stoneridge Pmg Advisors, LLC reports $403.7 million in regulatory assets under management on its Form ADV.

How many employees does Stoneridge Pmg Advisors, LLC have?

Stoneridge Pmg Advisors, LLC reports 8 employees.

Where is Stoneridge Pmg Advisors, LLC located?

Stoneridge Pmg Advisors, LLC is based in Radnor, PA and has been SEC-registered since 1996.

Does Stoneridge Pmg Advisors, LLC disclose fund performance?

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

Contact & registration

Address201 King of Prussia Road, Suite 200, Radnor, PA 19087
Phone484-254-5400
Fax610-260-6241
Office hours9:00 a.m. To 5:00 p.m.
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$95.7M
Non-discretionary$308M
Total (RAUM)$403.7M