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Smithbridge Asset Management, Inc. CRD 106261
$831M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
116 Commons Court, Chadds Ford, PA 19317 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2022-07-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Smithbridge Asset Management Inc | Chadds Ford | PA | 12/2021 | Present |
| Morris Capital Advisors, Inc. | Malvern | PA | 12/1994 | 12/2021 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-01-30 |
| S63 | Uniform Securities Agent State Law Examination | 1993-09-08 |
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