STOCKBRIDGE WEALTH PARTNERS
Firm details
- Headquarters
- Birmingham, Alabama
- CRD number
- 293465
- Custodians
- CHARLES SCHWAB & CO., INC., ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Stockbridge Wealth Partners is a small, privately held wealth advisory firm operating as an LLC that focuses on individual and family clients. The firm charges fees based on a percentage of assets under management and provides portfolio management services for individuals and small businesses. It also functions as an insurance broker and maintains ties with insurance companies, which shapes some of its product mix and distribution. Environmental, social, and governance (ESG) investing is not a stated focus.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities95%
- Cash & Cash Equivalents5%
Contacts
1 of 1William Gay
FounderCRD 6753929
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Birmingham, AL
JEFFERSON
Location
Birmingham, AL
Headquartered in Birmingham, AL, anchoring the Birmingham-Hoover-Talladega, AL metro in the South.
- Metro area
- Birmingham-Hoover-Talladega, AL
- Region
- South
- County
- JEFFERSON
- Address
- 1 Metroplex Dr
- Time zone
- CT (UTC-6)
- Office locations
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