626 Clinton Avenue West
Suite 100
Huntsville, Alabama 35801
Tel: 256-715-7715
SMITH THORNTON ADVISORS, LLC, formally registered with the SEC as SMITH THORNTON ADVISORS, LLC. The firm was established in 02/22/2021. They have over 2 offices throughout the country.
SMITH THORNTON ADVISORS, LLC is a Huntsville, Alabama based Financial Planning firm with nearly $735,361,770 assets under management, offering retirement planning & investment advisory services to 765 clients. The firm is staffed with 6 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 312537 |
SEC# | 801-120351 |
Assets Managed by Firm | $735,361,770 |
No. of Clients | 765 |
No. of Advisors | 6 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 765 | $735,361,770 |
Individuals (other than high net worth individuals) | 224 | $53,937,579 |
High net worth individuals | 80 | $245,402,128 |
Pension and profit sharing plans | 23 | $427,390,820 |
Corporations or other businesses | Fewer than 5 clients | $6,276,028 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$23,574,716,836 | 61 | 19 | |
$16,990,335,269 | 2 | 29 | |
$14,539,829,905 | 22135 | 261 | |
$8,110,107,935 | 50 | 167 | |
VULCAN VALUE PARTNERS LLC Three Protective Center, 2801 Highway 280 South, Ste 300 Birmingham, AL, 35223 | $7,878,130,018 | 367 | 42 |
Explore More Retirement Advisors in Huntsville, Alabama