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| Keyboard |
| Stoneridge PMG Advisors LLC
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|---|---|
| CRD # | 107662 |
| SEC # | 801-52204 |
| CIK # | |
| AUM | 390.7 M (2026-04-16) |
| Employees | 8 (25% Investors, 0% Brokers) |
| Phone | 484-254-5400 |
| Address | 201 King of Prussia Road Radnor, PA 19087 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 4 | 361.7 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 1 | 12.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 4.7 |
| (n) Other | 1 | 12.2 |
| Total | 12 | 390.7 |
| By Discretionary | ||
| Discretionary | 8 | 93.6 |
| Non-Discretionary | 4 | 297.0 |
| Total | 12 | 390.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 390.7 | |
| Total | 12 | 390.7 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $1.4B |
| Serves | Institutional |
| LEI | 2549005D4UECEVI80J55 |
| Related Firms | State | AUM |
|---|---|---|
|
Stoneridge PMG Advisors LLC
✚
|
PA | 390.7 M |
|
Stoneridge Investment Partners LLC
✚
|
PA | 152.3 M |
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|
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