Sunbridge Management Inc (East Amherst)

Name: Sunbridge Management Inc
Address: 8600 Transit Road, East Amherst, NY, 14051
Telephone: 716-626-0307

Sunbridge Management Inc is a mid-sized advisory firm based in East Amherst. It manages $50 million of regulatory assets for 750 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdictions of New York, Pennsylvania, and Texas.

Sunbridge Management provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and publication of newsletters. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Sunbridge Management: assets under management

The assets under management (AUM) of Sunbridge Management Inc is $50 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 14% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $50 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $66.67 thousand each.

Investments

The firm invests in exchange traded securities the most. They account for 90% of the total AUM. The second-largest asset type is cash and cash equivalents, which make up 10% of the firm’s portfolio.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Sunbridge Management Inc for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Gerald Roger Dewes serves?

The firm provides services to individuals and high net worth individuals. The largest group of clients of Gerald Roger Dewes is individuals with 350 clients and $40 million of assets under management. Among the 4 most similar advisory firms, Sunbridge Management has the 2nd lowest percentage of individuals out of all clients.

The amount of regulatory assets under management is $50 million for 360 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Sunbridge Management doesn't advise any private funds.

Careers at Sunbridge Management Inc

The company employs 2 people that are either part- or full-time employees. 50 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There’s a single person with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Gerald Roger Dewes	Owner/chief compliance officer	1 Jan 1998	75% - 100%	2465538
Gerald Roger Dewes	President	1 Jul 2005	75% - 100%	2465538

Based in East Amherst

The principal office where Sunbridge Management Inc performs its advisory services is located at 8600 Transit Road, East Amherst, NY 14051, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 716-626-0307 or by fax 716-626-1556. The normal business hours are 9am-4pm on Monday - Friday. You can find more information about the New York firm at sunbridge.biz.