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).

By the Numbers
  • Total Assets Under Management
    528
    MILLION
  • Total Number of Accounts
    811
    ACCOUNTS
  • Average Account Value
    $650,555
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, DE, FL, LA, MA, MD, MO, NC, NJ, NY, PA, TX, VA

Financial Advisors at Smithbridge Asset Management, Inc.
Showing 1 - 5 of 5 top financial advisors.
1
Shawn R. Keane
CRD#: 4484740
116 Commons Court, Chadds Ford, PA 19317

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.

2
James V. Kelly
CRD#: 800928
116 Commons Court, Chadds Ford, PA 19317

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.

3
Jonathan F. Kolle
CRD#: 1556948
116 Commons Court, Chadds Ford, PA 19317

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.

4
Daniel A. Morris
CRD#: 1773610
116 Commons Court, Chadds Ford, PA 19317

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.

5
Brendan R. Keane
CRD#: 7796333
116 Commons Court, Chadds Ford, PA 19317

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.

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