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Home > Retirement Planners > arizona > phoenix > SMEAD CAPITAL MANAGEMENT, INC.
SMEAD CAPITAL MANAGEMENT, INC.
2777 East Camelback Road
Suite 375
Phoenix, Arizona 85016
Tel: 602-889-3660
About SMEAD CAPITAL MANAGEMENT, INC.
SMEAD CAPITAL MANAGEMENT, INC, formally registered with the SEC as SMEAD CAPITAL MANAGEMENT, INC. The firm was established in 04/26/2007. They have over 3 offices throughout the country.
SMEAD CAPITAL MANAGEMENT, INC. is a Phoenix, Arizona based Financial Planning firm with nearly $5,250,997,806 assets under management, offering retirement planning & investment advisory services to 79 clients. The firm is staffed with 16 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 143567 |
| SEC# | 801-67839 |
| Assets Managed by Firm | $5,250,997,806 |
| No. of Clients | 79 |
| No. of Advisors | 16 |
Fee Structure
- A Percentage of AUM
Advisory Services Provided
- Portfolio Management for Individuals
- Portfolio Management for Investment
- Portfolio Management for pooled Investment
- Portfolio Management for Business
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 79 | $5,250,997,806 |
| Individuals (other than high net worth individuals) | 9 | $4,744,237 |
| High net worth individuals | 30 | $130,412,605 |
| Corporations or other businesses | 9 | $268,648,661 |
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