Southbridge Advisors

Finance · Georgia, United States · 11-50 Employees

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Overview

Headquarters

533 Johnson Ferry Rd Ste 200, Marietta, ...

Phone Number

(770) 436-4097

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
Mar
Apr
May
Jun
Jul
ZI Rank
1
1
1
1
1
1

About Southbridge Advisors

Southbridge Advisors is a wealth management firm based in Atlanta, Georgia, specializing in financial planning, investment management, and 401k plan consulting. The firm emphasizes a personalized approach to wealth management, focusing on long-term relationships and client success. They offer a range of services including retirement strategies, estate planning, and investment management, all tailored to individual client needs. Southbridge Advisors prides itself on transparency and collaboration, working alongside clients' other trusted advisors to ensure comprehensive financial guidance.Explore more
Southbridge Advisors's Social MediaPopular SearchesSouthbridge Advisors LLCSouthBridge AdvisorsSouthbridge 533 Johnson Ferry Real Estate LLCsouthbridgeadv.comSIC Code 62,628NAICS Code 52,523Show more

Southbridge Advisors Org Chart

PhoneEmail
JS
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Managing Partner

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RD
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Partner

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GR
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Partner

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LB
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Partner

Flame icon indicating likelihood to engage via phone.PhoneFlame icon indicating likelihood to engage via email.Email
KS
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Investment Analyst

PhoneEmail
JN
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Senior Financial Advisor

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PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Southbridge Advisors

<$5M
11-50
Private
-
2019
JS
Jerry SnidermanManaging Partner
<$5M
1-10
Private
-
2017
FC
F. CunnaneManaging Principal
<$5M
1-10
Private
-
2014
JQ
Jaime QuiñonesFounder & Wealth Management Advisor
<$5M
1-10
Private
-
2006
AF
Alan FischerOwner, Founder, and Senior Wealth Manager
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
<$5M
2014
EC
Evan ConleyFinancial Advisor & Pension Specialist
<$5M
1-10
Private
-
1995
JM
Jeffrey MurphyChief Investment Officer
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Southbridge Advisors is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Southbridge Advisors is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Southbridge Advisors.

Southbridge Advisors Tech Stack

A closer look at the technologies used by Southbridge Advisors

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Frequently Asked Questions Regarding Southbridge Advisors

What is Southbridge Advisors's official website?
Southbridge Advisors's official website is www.southbridgeadv.com
What is Southbridge Advisors's Revenue?
Southbridge Advisors's revenue is <$5 Million
What is Southbridge Advisors's SIC code?
Southbridge Advisors's SIC: 62,628
What is Southbridge Advisors's NAICS code?
Southbridge Advisors's NAICS: 52,523
How many employees does Southbridge Advisors have?
Southbridge Advisors has 11-50 employees
What industry does Southbridge Advisors belong to?
Southbridge Advisors is in the industry of: Finance, Securities Trading
What is Southbridge Advisors competition?
Southbridge Advisors top competitors include: Murphy Wealth Management, NestEggZone.com, Masters Consulting Group, KASE Wealth Advisors
What technology does Southbridge Advisors use?
Some of the popular technologies that Southbridge Advisors uses are: Cloudflare Website Optimization, Datadog, Google Font API, Microsoft 365
How do I contact Southbridge Advisors?
Southbridge Advisors contact info: Phone number: (770) 436-4097 Website: www.southbridgeadv.com
What does Southbridge Advisors do?

Southbridge Advisors is a wealth management firm based in Atlanta, Georgia, specializing in financial planning, investment management, and 401k plan consulting. The firm emphasizes a personalized approach to wealth management, focusing on long-term relationships and client success. They offer a range of services including retirement strategies, est... ate planning, and investment management, all tailored to individual client needs. Southbridge Advisors prides itself on transparency and collaboration, working alongside clients' other trusted advisors to ensure comprehensive financial guidance.Read More

What are Southbridge Advisors social media links?
Southbridge Advisors Linkedin page Southbridge Advisors Twitter page
Is Southbridge Advisors a public company?
Southbridge Advisors is private company therefore does not currently have an official ticker symbol
See more information about Southbridge Advisors

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