STONERIDGE PMG ADVISORS, LLC

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

About STONERIDGE PMG ADVISORS, LLC

STONERIDGE PMG ADVISORS, LLC, formally registered with the SEC as STONERIDGE PMG ADVISORS, LLC. The firm was established in 06/21/1996. They have over 1 offices throughout the country.

STONERIDGE PMG ADVISORS, LLC is a Radnor, Pennsylvania based Financial Planning firm with nearly $981,726,460 assets under management, offering retirement planning & investment advisory services to 30 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	107662
SEC#	801-52204
Assets Managed by Firm	$981,726,460
No. of Clients	30
No. of Advisors	8

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Other (SUBADVISORY TO RIA)

Firm Client Information

	No. of Clients	AUM
Firm Total	30	$981,726,460
Other investment advisers	10	$496,301,400
Corporations or other businesses	2	$4,341,513

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VANGUARD ADVISERS, INC. 100 Vanguard Blvd Malvern, PA, 19355	$333,066,527,268	804462	2107
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