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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jan 29, 2018
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| KIM, HANNAH, GEE YOUN | I | CHIEF COMPLIANCE OFFICER | NA | |
| KIM, HANNAH, GEE YOUN | I | CHIEF COMPLIANCE OFFICER | NA | |
| BAKER, SIMON, GARETH | I | MANAGING MEMBER | D | Control |
| BAKER, SIMON, GARETH | I | MANAGING MEMBER | D | Control |
| HAIRE, TATE, SMATHERS | I | MANAGING MEMBER | D | Control |
| HAIRE, TATE, SMATHERS | I | MANAGING PRINCIPAL | D | Control |
| HAIRE, TATE, SMATHERS | I | MANAGING MEMBER | D | Control |
| TASSONE, JOHN, SALVATORE | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | D | Control |
| TASSONE, JOHN, SALVATORE | I | MANAGING PRINCIPAL, CHIEF COMPLIANCE OFFICER | D | Control |
| TASSONE, JOHN, SALVATORE | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | D | Control |
| HAIRE, TATE, SMATHERS | I | MANAGING MEMBER | B | |
| HAIRE, TATE, SMATHERS | I | MANAGING MEMBER | B | Control |
| TASSONE, JOHN, SALVATORE | I | MANAGING MEMBER | B | |
| TASSONE, JOHN, SALVATORE | I | MANAGING MEMBER | B | Control |
Registrations
Federal
IA
Jan 29, 2018 REGISTERED
Notice Filings (4)
CA FL NY TX
Address
5150 TAMIAMI TRAIL NORTHSUITE 301
NAPLES, FL 34103
United States
Phone: 239-322-3202