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SOUTHBRIDGE ADVISORS, LLC
Investment Advice|MARIETA, GA
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$349.7M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 239.3M |
| Non-Discretionary | 110.4M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 306075 |
| SEC Number | 801-117769 |
| Street Address | 533 JOHNSON FERRY ROAD |
| Street Address 2 | SUITE 200 |
| Location | MARIETA, GA 30068 |
| Country | United States |
| Phone | 866-797-8693 |
| Total Employees | 6 |
Client Count by Type (223 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 119 |
| High Net Worth Individual… | 82 |
| Pension/Profit Sharing Pl… | 22 |
County data not available for this organization.