Smithbridge Asset Management is an investment advisor in Chadds Ford with $453.13 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
232869588
SEC advisor number
801-53667
FINRA CRD number
106261
AUM ?
$613.00 mm
(as of 25 Mar 24)
Accounts
944
(as of 25 Mar 24)
Employees
11
(4 investment advisory or research)
Address
Smithbridge Asset Management
5 CHRISTY DRIVE, SUITE 206
CHADDS FORD
PA 19317
5 CHRISTY DRIVE, SUITE 206
CHADDS FORD
PA 19317
Phone
6103619141
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
18 Jan 24
13F-HR
Quarterly holdings report by institutional manager
25 Oct 23
13F-HR/A
Quarterly holdings report by institutional manager (amended)
20 Jul 23
13F-HR
Quarterly holdings report by institutional manager
18 Jul 23
13F-HR
Quarterly holdings report by institutional manager
20 Apr 23
13F-HR
Quarterly holdings report by institutional manager
1 Mar 23
13F-HR
Quarterly holdings report by institutional manager
25 Oct 22
13F-HR
Quarterly holdings report by institutional manager
3 Aug 22
13F-HR
Quarterly holdings report by institutional manager
25 Apr 22
13F-HR
Quarterly holdings report by institutional manager
24 Jan 22