Stoneridge Wealth Advisors, LLC
Stoneridge Wealth Advisors, LLC (CRD# 140469) is a financial advisory firm headquartered in Malvern, PA. They manage $23,170,003 in 108 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Stoneridge Wealth Advisors, LLC
By the Numbers
-
Total Assets Under Management23MILLION
-
Total Number of Accounts108ACCOUNTS
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Average Account Value$214,537
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
- Pension consulting services
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
PA
Financial Advisors at Stoneridge Wealth Advisors, LLC
1
Jeffrey Thompson (CRD# 1775952) is an Investment Advisor Representative working at Stoneridge Wealth Advisors, LLC in Malvern, PA and has over 32 years of experience in the finance industry.
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