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Home > Retirement Planners > georgia > marieta > SOUTHBRIDGE ADVISORS, LLC
SOUTHBRIDGE ADVISORS, LLC
533 Johnson Ferry Road
Suite 200
Marieta, Georgia 30068
Tel: 866-797-8693
About SOUTHBRIDGE ADVISORS, LLC
SOUTHBRIDGE ADVISORS, LLC, formally registered with the SEC as SOUTHBRIDGE ADVISORS, LLC. The firm was established in 12/12/2019. They have over 2 offices throughout the country.
SOUTHBRIDGE ADVISORS, LLC is a Marieta, Georgia based Financial Planning firm with nearly $303,050,000 assets under management, offering retirement planning & investment advisory services to 620 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 306075 |
| SEC# | 801-117769 |
| Assets Managed by Firm | $303,050,000 |
| No. of Clients | 620 |
| No. of Advisors | 6 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 620 | $303,050,000 |
| Individuals (other than high net worth individuals) | 136 | $39,163,000 |
| High net worth individuals | 116 | $167,320,000 |
| Pension and profit sharing plans | 24 | $89,991,000 |
| Charitable organizations | Fewer than 5 clients | $156,000 |
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