Investment adviser · CRD 282303
STEELBRIDGE PRIVATE WEALTH ADVISORS LLC
Investment adviser filing (IA)
NAPLES, FL, United States · Form ADV filed Jan 29, 2018
- Regulatory AUM
- $111M Form ADV · Item 5.F
- Client accounts
- 46 Accounts, not individual clients
- Employees
- 3 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 11 | $110,078,971 | 99.6% |
| Individuals | Fewer than 5 | $425,121 | 0.4% |
Filing source
Form ADV 1164642 · Jan 29, 2018 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jan 29, 2018. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed · Performance-based
Principal office
5150 TAMIAMI TRAIL NORTH, SUITE 301NAPLES, FL, 34103, United States
CRD 282303
Filing source
Form ADV 1164642 · Jan 29, 2018 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.