Stoneridge Wealth Advisors, LLC
Stoneridge Wealth Advisors, LLC (CRD# 140469) is a financial advisory firm headquartered in , . They manage $19,205,841 in 102 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 Management19MILLION
-
Total Number of Accounts102ACCOUNTS
-
Average Account Value$188,293
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
- 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.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.