Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > arizona > phoenix > SMEAD CAPITAL MANAGEMENT, INC.
SMEAD CAPITAL MANAGEMENT, INC.
2502 East Camelback Road
Suite 210
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 $6,072,332,268 assets under management, offering retirement planning & investment advisory services to 87 clients. The firm is staffed with 17 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 143567 |
| SEC# | 801-67839 |
| Assets Managed by Firm | $6,072,332,268 |
| No. of Clients | 87 |
| No. of Advisors | 17 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 87 | $6,072,332,268 |
| Individuals (other than high net worth individuals) | 2 | $1,495,540 |
| High net worth individuals | 11 | $88,661,401 |
| Corporations or other businesses | 10 | $349,183,817 |
More Retirement Planning firms in Phoenix, Arizona:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $94,557,613,744 | 437201 | 6838 | |
| $57,786,360,253 | 69 | 121 | |
| $32,630,475,936 | 25 | 152 | |
| $22,942,793,322 | 142 | 123 | |
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER 7333 East Doubletree Ranch Rd Suite 120 Scottsdale, AZ, 85258 | $9,326,336,708 | 43221 | 570 |
Explore More Retirement Advisors in Phoenix, Arizona