Smithbridge Asset Management Inc.

Smithbridge Asset Management Inc. (CRD# 106261) is a financial advisory firm headquartered in Chadds Ford, PA. They manage $181,634,572 in 246 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    182
    MILLION
  • Total Number of Accounts
    246
    ACCOUNTS
  • Average Account Value
    $738,352
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, DE, PA, TX

Financial Advisors at Smithbridge Asset Management Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Shawn R. Keane
CRD#: 4484740
6 Hillman Drive, Suite 101, Chadds Ford, PA 19317
96
Wealthminder
score

Shawn Keane (CRD# 4484740) is an Investment Advisor Representative working at Smithbridge Asset Management Inc. in Chadds Ford, PA and has over 15 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
Jonathan F. Kolle
CRD#: 1556948
5 Christy Drive, Ste 206, Chadds Ford, PA 19317
96
Wealthminder
score

Jonathan Kolle (CRD# 1556948) is an Investment Advisor Representative working at Smithbridge Asset Management Inc. in Chadds Ford, PA and has over 18 years of experience in the finance industry.

3
Joseph K. Champness
CRD#: 2570113
5 Christy Drive, Ste 206, Chadds Ford, PA 19317
93
Wealthminder
score

Joseph Champness (CRD# 2570113) is an Investment Advisor Representative working at Smithbridge Asset Management Inc. in Chadds Ford, PA and has over 23 years of experience in the finance industry.

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