← Directory
STONERIDGE PMG ADVISORS, LLC
CRD 107662File 801-52204
APPROVED
Filing as of Aug 5, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$774.2M
Above cohort median (national)
Discretionary AUM
$259.2M
Non-discretionary $515.0M
Clients
17
18 accounts
Employees
11
Above cohort median in PA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Jun 21, 1996
- Principal office
- 201 KING OF PRUSSIA ROAD, SUITE 200, RADNOR, PA, 19087
- Phone
- 484-254-5400
- Website
- HTTP://WWW.SRPMGA.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $774.2M
- Discretionary AUM
- $259.2M
- Non-discretionary AUM
- $515.0M
- Discretionary accounts
- 13
- Non-discretionary accounts
- 5
- Total accounts
- 18
- AUM per client
- $45.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 2 | $4.7M |
| Insurance companies | 2 | $80.2M |
| State or municipal government entities | 13 | $676.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 17, 2026 | Clients | 18 | 17 |
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.