Smithbridge Asset Management, Inc.
Smithbridge Asset Management, Inc. (CRD# 106261) is a financial advisory firm headquartered in Chadds Ford, PA. They manage $527,600,057 in 811 accounts and serve the financial needs of clients across 14 states (or territories).
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Total Assets Under Management528MILLION
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Total Number of Accounts811ACCOUNTS
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Average Account Value$650,555
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AZ, CA, DE, FL, LA, MA, MD, MO, NC, NJ, NY, PA, TX, VA
Shawn Keane (CRD# 4484740) is an Investment Advisor Representative working at Smithbridge Asset Management, Inc. in Chadds Ford, PA and has over 21 years of experience in the finance industry. Shawn Keane has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
James Kelly (CRD# 800928) is an Investment Advisor Representative working at Smithbridge Asset Management, Inc. in Chadds Ford, PA and has over 32 years of experience in the finance industry.
Jonathan Kolle (CRD# 1556948) is an Investment Advisor Representative working at Smithbridge Asset Management, Inc. in Chadds Ford, PA and has over 24 years of experience in the finance industry.
Daniel Morris (CRD# 1773610) is an Investment Advisor Representative working at Smithbridge Asset Management, Inc. in Chadds Ford, PA and has over 30 years of experience in the finance industry.
Brendan Keane (CRD# 7796333) is an Investment Advisor Representative working at Smithbridge Asset Management, Inc. in Chadds Ford, PA and has 1 year of experience in the finance industry.