STONERIDGE PMG ADVISORS, LLC

RIASEC RegisteredEst. 1996

Total AUM

$391M

Discretionary

$93.6M

24% of AUM

Avg account

$32.6M

Accounts

12

Employees

8

Advisory reps

6

Firm details

Headquarters: RADNOR, Pennsylvania
CRD number: 107662
Registered since: June 21, 1996
Website: www.srpmga.com
Custodians: TD BANK USA, NATIONAL ASSOCIATION, U.S. BANCORP INVESTMENTS, INC.
Fee structure: Percentage of AUM
Client types: State / Municipal Government92.59%
Other3.13%
Insurance Companies3.07%
Corporations / Businesses1.2%
Services: Portfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Stoneridge Pmg Advisors, LLC is a SEC-registered limited liability company (since 1996) that provides portfolio management services to institutional clients. The firm charges fees as a percentage of assets under management and focuses on managing portfolios for businesses and institutional investors rather than retail households. It does not position itself as an active ESG investor, is not registered as a multi-state adviser, and does not act as a pension consultant or related adviser. Ownership is listed as a mix of a domestic entity and individuals.

Assets & Accounts

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

US Government Bonds48%
Investment Grade Corp Bonds20%
Cash & Cash Equivalents19%
State & Local Bonds13%

Owners & executives

3 of 4

WAYNE LEEVY
Chief Financial OfficerCRD 4068567
KIMBERLY CLARKE
Chief Compliance OfficerCRD 6626710
STEVEN SANDERS
CEO and Chief Investment StrategistCRD 1238874

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Contacts

2 of 2

OSAGIE IMASOGIE
Elected ManagerCRD 4998610
DONALD CALDWELL
Elected ManagerCRD 4379928

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

RADNOR, PA

DELAWARE

Location

RADNOR, PA

Headquartered in RADNOR, 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: 201 King of Prussia Rd
Time zone: ET (UTC-5)
Office locations

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