68 National Drive
Glastonbury, Connecticut 06033
Tel: (800) 426-6946
SMITH BROTHERS FINANCIAL, LLC, formally registered with the SEC as SMITH BROTHERS FINANCIAL, LLC. The firm was established in 09/30/2022. They have over 2 offices throughout the country.
SMITH BROTHERS FINANCIAL, LLC is a Glastonbury, Connecticut based Financial Planning firm with nearly $846,535,879 assets under management, offering retirement planning & investment advisory services to 387 clients. The firm is staffed with 8 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 322951 |
SEC# | 801-126687 |
Assets Managed by Firm | $846,535,879 |
No. of Clients | 387 |
No. of Advisors | 8 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 387 | $846,535,879 |
Individuals (other than high net worth individuals) | 241 | $51,416,120 |
High net worth individuals | 35 | $93,028,795 |
Pension and profit sharing plans | 9 | $692,640,989 |
Charitable organizations | 2 | $343,463 |
Corporations or other businesses | 2 | $2,544,627 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$172,101,281,944 | 15 | 2872 | |
$171,751,270,410 | 133 | 1196 | |
$132,541,536,421 | 294 | 573 | |
$110,207,824,026 | 170 | 296 | |
$107,251,821,000 | 4 | 524 |
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