Smithbridge Asset Management Inc.

Smithbridge Asset Management Inc. (CRD# 106261) is a financial advisory firm headquartered in Chadds Ford, PA. They manage $164,098,471 in 139 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    164
    MILLION
  • Total Number of Accounts
    139
    ACCOUNTS
  • Average Account Value
    $1,180,565
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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 - 2 of 2 top financial advisors.
1
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 17 years of experience in the finance industry.

2
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 21 years of experience in the finance industry.

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