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Southbridge Advisors, LLC

Headquartered in MARIETA, GA

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Firm Information

Southbridge Advisors, LLC is an investment advisor based in Marietta, GA. The firm provides financial planning, selection of other advisors, and portfolio management services for individuals and high-net-worth individuals, as well as pension and profit-sharing plans. They manage approximately $303 million in assets and have a total of 620 client accounts.

Southbridge Advisors, LLC

533 JOHNSON FERRY ROAD

MARIETA, GA 30068

$303.05M

Assets Under Management

19

Total Clients

6

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

SOUTHBRIDGE ADVISORS, LLC has a total of 1 branch locations across the country.
location

MARIETA, GA

Advisors at Southbridge Advisors, LLC

View All 6 Advisors
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Jerold Martin Sniderman

RA

MARIETA, GA

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Michael Todd Fields

CFP®, RA

MARIETA, GA

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Kevin C Sagui

RA

MARIETA, GA

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Unclaimed
Louis J Brown

RA

MARIETA, GA

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Unclaimed
Robert Y. Donnell

CFP®, RA

MARIETA, GA

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Unclaimed
George Wayne Richerson

RA

MARIETA, GA

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Disclosures

There are no public disclosures for Southbridge Advisors, LLC.

Frequently Asked Questions (8)

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