STONERIDGE INVESTMENT PARTNERS LLC

STONERIDGE INVESTMENT PARTNERS

RADNOR, Pennsylvania·6 registered advisors·CRD# 109261

SEC# 801-567550484-254-5400

01

Firm Overview

AUM

$243M

Regulatory assets under management

Employees

10

Total firm employees

Advisors

6

Registered representatives

02

Services & Fees

Advisory Services

Pension consulting

Selection of other advisers

Compensation

Percentage of AUM

03

Specialties

Retirement Planning Wealth Management Fee-Only Advisory

04

Advisors at STONERIDGE INVESTMENT PARTNERS LLC

6 registered advisors

Carolyn Oakley Lowe

MALVERN, Pennsylvania

Joseph Edward Stocke

RADNOR, Pennsylvania

Lester Todd Rich

MALVERN, Pennsylvania

Marc D. Portlock

MALVERN, Pennsylvania

Pamela Mae Harper

MALVERN, Pennsylvania

Philip Herbert Brown

RADNOR, Pennsylvania

05

Office Locations

MALVERN, Pennsylvania

RADNOR, Pennsylvania

Research financial advisors

Browse all registered financial advisors or search by location and specialty.

Browse All Advisors

Data sourced from SEC Form ADV filings. STONERIDGE INVESTMENT PARTNERS LLC (CRD# 109261) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.