SMITHBRIDGE ASSET MANAGEMENT, INC.

RIASEC RegisteredEst. 1997
Total AUM
$831M
Discretionary
$814M
98% of AUM
Avg account
$758K
Accounts
1,096
Employees
12
Advisory reps
6

Firm details

Headquarters
CHADDS FORD, Pennsylvania
CRD number
106261
Registered since
January 16, 1997
Website
smithbridgeasset.com
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI76.36%
  • Individuals14.31%
  • Investment Companies4.01%
  • Charitable Organizations3.68%
  • Pension & Profit Sharing Plans1.55%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Smithbridge Asset Management, Inc. is an independent, SEC-registered registered investment adviser that has been operating since 1997 and is owned by an individual. The firm serves both individual and family clients as well as institutional clients and functions as a capital allocator, routinely selecting third-party managers where appropriate. Advisory capabilities include financial planning and portfolio management across individuals/small businesses, investment companies, and institutional or business clients, as well as manager selection services. Fee arrangements include percentage-of-AUM fees alongside hourly and fixed-fee engagements. Smithbridge does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 58%, Public Funds/Mutual Funds 35%, Cash & Cash Equivalents 4%, US Government Bonds 1%, State & Local Bonds 1%, Investment Grade Corp Bonds 1%58%
  • Exchange Traded Equities58%
  • Public Funds/Mutual Funds35%
  • Cash & Cash Equivalents4%
  • US Government Bonds1%
  • State & Local Bonds1%

Owners & executives

2 of 2

  • JONATHAN KOLLE

    President, Chief Investment OfficerCRD 1556948

  • DANIEL MORRIS

    Co-Chief Investment OfficerCRD 1773610

Contacts

3 of 4

  • BRENDAN KEANE

    Client Relationship ManagerCRD 7796333

  • TIMOTHY DEANGELO

    Investment Adviser RepresentativeCRD 4464790

  • SHAWN KEANE

    Vice PresidentCRD 4484740

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 80

Active vs passive

$257M in ETFs

Passive

71%

$183M

Active

27%

$73.9M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD CORE BOND ETF (VCRB)VanguardActiveIntermediate Core Bond$22.1M285,4818.58%
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Location

Primary office

CHADDS FORD, PA

DELAWARE

Location

CHADDS FORD, PA

Headquartered in CHADDS FORD, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.

Metro area
Philadelphia-Reading-Camden, PA-NJ-DE-MD
Region
Northeast
County
DELAWARE
Address
116 Commons Ct
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

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