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SMITHBRIDGE ASSET MANAGEMENT, INC.
CRD 106261 · SEC 801-53667
116 COMMONS COURT, CHADDS FORD, PA, 19317, United States
Phone
610-361-9141
Fax
610-361-9140
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$830.7M
Discretionary AUM
$813.7M
Team
12 total employees; 5 advisory reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (investment companies)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 339 | $118.8M |
| High net worth individuals | 161 | $634.3M |
| Investment companies | 1 | $33.3M |
| Pooled investment vehicles | 2 | $800K |
| Pension/profit sharing plans | 3 | $12.9M |
| Charitable organizations | 7 | $30.6M |
States served
AZ, CA, DE, LA, MD, MA, NE, NJ, NY, NC, PA, SC, UT, VA, WV, WI, MO, TX, NH, FL
All web addresses on file
- HTTPS://WWW.LINKEDIN.COM/COMPANY/SMITHBRIDGE-ASSET-MANAGEMENT
- https://www.linkedin.com/rusty-giles-a640909/
- HTTP://SMITHBRIDGEASSET.COM
- HTTPS://www.linkedin.com/in/joan-kavanagh-7a591235
- https://www.linkedin.com/jonathan-kolle-cfa-3795169
- https://www.linkedin.com/in/brendan-keane1
- https://www.linkedin.com/in/timdeangelo
- https://www.linkedin.com/in/edkehoe/
- https://www.linkedin.com/in/cindy-de-sainte-maresville-cfp-7a85079
Official SEC filing: View on IAPD