STONERIDGE PMG ADVISORS, LLC
CRD #107662 SEC #801-52204 RADNOR, PA 484-254-5400
SEC Registered
Total AUM
$403.7M
Discretionary
$95.7M
Employees
8
Clients
--
Accounts
15
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $403.7M | $95.7M | $308M | 8 | 0 |
| Jul 2024 | $981.7M | $659.3M | $322.4M | 8 | 0 |
| Mar 2024 | $981.7M | $659.3M | $322.4M | 12 | 0 |
| Mar 2023 | $1B | $282.8M | $742.9M | 12 | 0 |
| Mar 2022 | $1.4B | $1.1B | $307M | 11 | 0 |
| Aug 2021 | $1.5B | $1.2B | $341.6M | 12 | 0 |
| Mar 2021 | $1.5B | $1.2B | $341.6M | 13 | 0 |
| Jun 2020 | $1.8B | $1.4B | $431.9M | 13 | 0 |
| Mar 2020 | $1.8B | $1.4B | $431.9M | 13 | 0 |
| Jan 2019 | $1.9B | $1.4B | $502.5M | 13 | 0 |
| Jul 2018 | $1.4B | $1.4B | $3.2M | 9 | 0 |
| Mar 2018 | $1.4B | $1.4B | $3.2M | 9 | 0 |
| Sep 2017 | $1.6B | $1.6B | $3.3M | 9 | 26 |
| Mar 2017 | $1.7B | $1.7B | $3.3M | 9 | 26 |
| Mar 2016 | $1.4B | $1.4B | $3.4M | 8 | 26 |
| Sep 2015 | $1.4B | $1.4B | $3.4M | 8 | 26 |
| Mar 2015 | $1.1B | $1.1B | $3.4M | 5 | 26 |
| Apr 2014 | $1.1B | $1.1B | $3.4M | 5 | 26 |
| Mar 2014 | $1.1B | $1.1B | $3.4M | 5 | 26 |
| Mar 2013 | $1.3B | $1.3B | $2.3M | 5 | 26 |
| Jun 2012 | $1.4B | $1.4B | $0 | 6 | 26 |
| Apr 2012 | $1.4B | $1.4B | $0 | 6 | 26 |
| Mar 2012 | $1.4B | $1.4B | $0 | 6 | 26 |
| Mar 2011 | $1.5B | $1.5B | $0 | 10 | -- |
| Mar 2010 | $1.5B | $1.5B | $0 | 10 | -- |
| Mar 2007 | $960.5M | $951.5M | $9.1M | 10 | -- |
| Mar 2006 | $1.1B | $1.1B | $8.7M | 10 | -- |
| Sep 2005 | $920.6M | $911.6M | $9M | 10 | -- |
| Mar 2004 | $804.2M | $784.8M | $19.4M | 10 | -- |
| Sep 2001 | $726.6M | $705M | $21.6M | 10 | -- |
DateMar 2025
Total AUM$403.7M
Discretionary$95.7M
Non-Disc.$308M
Employees8
Clients0
DateJul 2024
Total AUM$981.7M
Discretionary$659.3M
Non-Disc.$322.4M
Employees8
Clients0
DateMar 2024
Total AUM$981.7M
Discretionary$659.3M
Non-Disc.$322.4M
Employees12
Clients0
DateMar 2023
Total AUM$1B
Discretionary$282.8M
Non-Disc.$742.9M
Employees12
Clients0
DateMar 2022
Total AUM$1.4B
Discretionary$1.1B
Non-Disc.$307M
Employees11
Clients0
DateAug 2021
Total AUM$1.5B
Discretionary$1.2B
Non-Disc.$341.6M
Employees12
Clients0
DateMar 2021
Total AUM$1.5B
Discretionary$1.2B
Non-Disc.$341.6M
Employees13
Clients0
DateJun 2020
Total AUM$1.8B
Discretionary$1.4B
Non-Disc.$431.9M
Employees13
Clients0
DateMar 2020
Total AUM$1.8B
Discretionary$1.4B
Non-Disc.$431.9M
Employees13
Clients0
DateJan 2019
Total AUM$1.9B
Discretionary$1.4B
Non-Disc.$502.5M
Employees13
Clients0
DateJul 2018
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$3.2M
Employees9
Clients0
DateMar 2018
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$3.2M
Employees9
Clients0
DateSep 2017
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$3.3M
Employees9
Clients26
DateMar 2017
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$3.3M
Employees9
Clients26
DateMar 2016
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$3.4M
Employees8
Clients26
DateSep 2015
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$3.4M
Employees8
Clients26
DateMar 2015
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$3.4M
Employees5
Clients26
DateApr 2014
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$3.4M
Employees5
Clients26
DateMar 2014
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$3.4M
Employees5
Clients26
DateMar 2013
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$2.3M
Employees5
Clients26
DateJun 2012
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees6
Clients26
DateApr 2012
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees6
Clients26
DateMar 2012
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees6
Clients26
DateMar 2011
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees10
Clients--
DateMar 2010
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees10
Clients--
DateMar 2007
Total AUM$960.5M
Discretionary$951.5M
Non-Disc.$9.1M
Employees10
Clients--
DateMar 2006
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$8.7M
Employees10
Clients--
DateSep 2005
Total AUM$920.6M
Discretionary$911.6M
Non-Disc.$9M
Employees10
Clients--
DateMar 2004
Total AUM$804.2M
Discretionary$784.8M
Non-Disc.$19.4M
Employees10
Clients--
DateSep 2001
Total AUM$726.6M
Discretionary$705M
Non-Disc.$21.6M
Employees10
Clients--