Stoneridge Pmg Advisors, LLC
Firm details
- Headquarters
- Radnor, Pennsylvania
- CRD number
- 107662
- Registered since
- June 21, 1996
- Website
- srpmga.com
- Custodians
- TD BANK USA, NATIONAL ASSOCIATION, U.S. BANCORP INVESTMENTS, INC., PRINCIPAL SECURITIES, INC.
- Fee structure
- Percentage of AUM
- Client types
- State / Municipal Government87.44%
- Insurance Companies10.36%
- Other1.59%
- Corporations / Businesses0.61%
- Services
- Portfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Stoneridge Pmg Advisors, LLC is an institutional registered investment adviser founded in 1996 that manages portfolios for business and institutional clients. The firm operates as a limited liability company with ownership described as both a domestic entity and an individual. It charges fees based on a percentage of assets under management and focuses on portfolio management for institutions rather than retail or high-net-worth individuals. The adviser does not characterize itself as a capital allocator, is not an active ESG investor, and is not registered as a multi-state adviser.
Assets & Accounts
Investments & Alternatives
Location & Offices
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
- Cash & Cash Equivalents31%
- US Government Bonds29%
- Exchange Traded Equities22%
- Investment Grade Corp Bonds12%
- State & Local Bonds6%
Owners & executives
3 of 3
Wayne Leevy
Chief Financial OfficerCRD 4068567
Kimberly Clarke
Chief Compliance OfficerCRD 6626710
Steven Sanders
CEO and Chief Investment StrategistCRD 1238874
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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