Stoneridge Pmg Advisors, LLC is a large advisory firm based in Radnor. It manages $1.9 billion of regulatory assets for 62 client accounts. It has been registered with the SEC as an adviser since 2015 and has operated in the jurisdiction of Pennsylvania.
Stoneridge Pmg Advisors provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and subadvisory to ria. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Stoneridge Pmg Advisors, LLC is $1.9 billion. The firm's AUM has grown by 32% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Stoneridge Pmg Advisors, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to insurance companies, charitable organizations, banking or thrift institutions, pension and profit sharing plans, and state or municipal government entities. The largest group of clients of Stoneridge Pmg Advisors is state or municipal government entities with 22 clients and $1.2 billion of assets under management. Among the 5 most similar advisory firms, Stoneridge Pmg Advisors has the highest percentage of state or municipal government entities out of all clients.
The amount of regulatory assets under management is $1.9 billion for 41 clients. None of the firm’s clients are foreign persons or businesses.
Stoneridge Pmg Advisors doesn't advise any private funds.
The company employs 13 people that are either part- or full-time employees. 54 percent of the employees work as investment advisers or researchers. 4 employees are registered as investment adviser representatives with the state securities authorities.
There’s a single person with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Llc Beltraith Capital joined the executive team most recently as the Member.
The principal office where Stoneridge Pmg Advisors, LLC performs its advisory services is located at 201 King Of Prussia Road, Radnor, PA 19087, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 484-254-5400 or by fax 610-260-6241. The normal business hours are 9:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at pmga.com.