STONERIDGE INVESTMENT PARTNERS

201 King Of Prussia Road
Suite 200
Radnor, Pennsylvania 19087
Tel: 484-254-5400

About STONERIDGE INVESTMENT PARTNERS

STONERIDGE INVESTMENT PARTNERS, formally registered with the SEC as STONERIDGE INVESTMENT PARTNERS. The firm was established in 08/10/1999. They have over 1 offices throughout the country.

STONERIDGE INVESTMENT PARTNERS is a Radnor, Pennsylvania based Financial Planning firm with nearly $243,154,729 assets under management, offering retirement planning & investment advisory services to 8 clients. The firm is staffed with 10 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	109261
SEC#	801-56755
Assets Managed by Firm	$243,154,729
No. of Clients	8
No. of Advisors	10

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	8	$243,154,729
Pension and profit sharing plans	2	$126,488,135

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VANGUARD GLOBAL ADVISERS, LLC 100 Vanguard Boulevard Malvern, PA, 19355	$432,749,681,046	153	262
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