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- Custodian
- Charles Schwab & Company · John Hancock · Nationwide · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 12-12-2019
- Office Locations
- 1
Office Locations
About Southbridge Advisors, LLC
Southbridge Advisors is a fiduciary wealth management firm focused on personalized planning and custom portfolios. The team emphasizes disciplined risk management and transparent, ongoing communication, with particular depth in retirement issues across plans and accounts from accumulation through distribution. Their comprehensive approach spans investments, retirement, estate considerations, and protection strategies for individuals and business owners, and they collaborate alongside clients’ other trusted advisors.
Team overview
Insights
Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
LOUIS J BROWN
Wealth Advisor
- CRD
- #4314871
- Ownership
- 10% but less than 25%
ROBERT Y. DONNELL
Partner
- CRD
- #4497748
- Ownership
- 10% but less than 25%
Showing 2 of 5 owners & executives
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KEVIN C SAGUI
Investment Analyst
- CRD
- #6425271
Showing 1 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $348,900,569 | $585,404 |
| Non-Discretionary | $4,200,000 | $262,500 |
| Total | $353,100,569 | $576,962 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Private Funds | Available | Available |
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| Derivatives | Available | Available |
| U.S. Government/Agency | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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