SMITH BROTHERS FINANCIAL, LLC

68 National Drive
Glastonbury, Connecticut 06033
Tel: (800) 426-6946

About SMITH BROTHERS FINANCIAL, LLC

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.

Firm Information

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

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	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

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