SMITHBRIDGE ASSET MANAGEMENT, INC.

116 Commons Court
Chadds Ford, Pennsylvania 19317
Tel: 610-361-9141

About SMITHBRIDGE ASSET MANAGEMENT, INC.

SMITHBRIDGE ASSET MANAGEMENT, INC, formally registered with the SEC as SMITHBRIDGE ASSET MANAGEMENT, INC. The firm was established in 01/16/1997. They have over 2 offices throughout the country.

SMITHBRIDGE ASSET MANAGEMENT, INC. is a Chadds Ford, Pennsylvania based Financial Planning firm with nearly $613,003,476 assets under management, offering retirement planning & investment advisory services to 944 clients. The firm is staffed with 12 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	106261
SEC#	801-53667
Assets Managed by Firm	$613,003,476
No. of Clients	944
No. of Advisors	12

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for businesses or institutional clients
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	944	$613,003,476
Individuals (other than high net worth individuals)	334	$105,127,450
High net worth individuals	131	$435,000,992
Pension and profit sharing plans	Fewer than 5 clients	$14,355,343
Charitable organizations	7	$31,011,526
Corporations or other businesses	Fewer than 5 clients	$769,809

More Retirement Planning firms in Chadds Ford, Pennsylvania:

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VANGUARD GROUP INC 100 Vanguard Blvd, V26 Malvern, PA, 19355	$7,909,760,294,676	209	980
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VANGUARD GLOBAL ADVISERS, LLC 100 Vanguard Boulevard Malvern, PA, 19355	$432,749,681,046	153	262
SEI INVESTMENTS MANAGEMENT CORP One Freedom Valley Drive Oaks, PA, 19456	$194,796,322,013	93301	411
MACQUARIE INVESTMENT MANAGEMENT BUSINESS TRUST 610 Market Street Philadelphia, PA, 19106	$190,960,333,268	377	657

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