Investment adviser · CRD 107662
STONERIDGE PMG ADVISORS, LLC
Investment adviser filing (IA)
RADNOR, PA, United States · Form ADV filed Aug 5, 2026
- Regulatory AUM
- $774M Form ADV · Item 5.F
- Client accounts
- 18 Accounts, not individual clients
- Employees
- 11 Reported in this filing
- Advisory professionals
- 6 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 |
|---|---|---|---|
| Government entities | 13 | $676,897,410 | 87.4% |
| Insurance companies | 2 | $80,236,055 | 10.4% |
| Other clients | 1 | $12,290,028 | 1.6% |
| Corporations & businesses | 2 | $4,735,421 | 0.6% |
Filing source
Form ADV 2124145 · Aug 5, 2026 · 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: Aug 5, 2026. View historical filings
Reported services
Business portfolio management
Compensation
Percentage of assets
Principal office
201 KING OF PRUSSIA ROAD, SUITE 200RADNOR, PA, 19087, United States
CRD 107662
Filing source
Form ADV 2124145 · Aug 5, 2026 · 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.