STEELBRIDGE PRIVATE WEALTH ADVISORS LLC
CRD #282303 SEC #801-107278 NAPLES, FL 239-322-3202
SEC Registered
Total AUM
$110.5M
Discretionary
$80.7M
Employees
3
Clients
11
Accounts
46
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2018 | $110.5M | $80.7M | $29.8M | 3 | 0 |
| Dec 2017 | $120M | $70.4M | $49.7M | 3 | 0 |
| Nov 2017 | $120M | $70.4M | $49.7M | 3 | 0 |
| Mar 2017 | $436M | $130.1M | $305.9M | 6 | 11 |
| Feb 2016 | $287.2M | $62.7M | $224.5M | 5 | 1 |
DateJan 2018
Total AUM$110.5M
Discretionary$80.7M
Non-Disc.$29.8M
Employees3
Clients0
DateDec 2017
Total AUM$120M
Discretionary$70.4M
Non-Disc.$49.7M
Employees3
Clients0
DateNov 2017
Total AUM$120M
Discretionary$70.4M
Non-Disc.$49.7M
Employees3
Clients0
DateMar 2017
Total AUM$436M
Discretionary$130.1M
Non-Disc.$305.9M
Employees6
Clients11
DateFeb 2016
Total AUM$287.2M
Discretionary$62.7M
Non-Disc.$224.5M
Employees5
Clients1