Southbridge Advisors LLC

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Assets, Funds, Holdings

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Southbridge Advisors LLC
CRD #306075
SEC #801-117769
CIK #
AUM $303.1 MM (2024-03-29)
Employees 6 (100% Investors, 0% Brokers)
Phone866-797-8693
Address533 Johnson Ferry Road
Marieta, GA 30068
Source [IAPD] [Website]
Total AUM ($MM)
3502802101407002009201420192025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 136 39.2
(b) Individuals (high net worth individuals) 116 167.3
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 24 90.0
(h) Charitable organizations 0 0.2
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 6.4
Total 620 303.1
By Discretionary
Discretionary 610 266.5
Non-Discretionary 10 36.5
Total 620 303.1
By Non-United States Persons
Non-United States Persons 3.6
United States Persons 299.4
Total 620 303.1
Comparable Firms State AUM ($BB)
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IN 0.3
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Prudent Street Financial Advisors LLC
TN 0.3
The David J Yvars Group Inc
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Alpha Wealth Management and Planning LLC
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Financial Decisions LLC
NY 0.3
Stone Oak Wealth Management LLC
TX 0.3
Crown Wealth Group LLC
NC 0.3
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