STEELBRIDGE PRIVATE WEALTH ADVISORS LLC

NAPLES, Florida·2 registered advisors·CRD# 282303
SEC# 801-1072781239-322-3202
01

Firm Overview

AUM
$111M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Performance-based fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at STEELBRIDGE PRIVATE WEALTH ADVISORS LLC

2 registered advisors
John Salvatore Tassone
NAPLES, Florida
Tate Smathers Haire
NAPLES, Florida
CFP
05

Office Locations

NAPLES, Florida
2 advisors

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Data sourced from SEC Form ADV filings. STEELBRIDGE PRIVATE WEALTH ADVISORS LLC (CRD# 282303) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.