PHILOSMITH CAPITAL CORPORATION

Six Landmark Square
Stamford, Connecticut 06901
Tel: 203-348-7365

About PHILOSMITH CAPITAL CORPORATION

PHILOSMITH CAPITAL CORPORATION, formally registered with the SEC as PHILOSMITH CAPITAL CORPORATION. The firm was established in 04/24/2012. They have over 1 offices throughout the country.

PHILOSMITH CAPITAL CORPORATION is a Stamford, Connecticut based Financial Planning firm with nearly $315,886,081 assets under management, offering retirement planning & investment advisory services to 13 clients. The firm is staffed with 10 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	162082
SEC#	801-76154
Assets Managed by Firm	$315,886,081
No. of Clients	13
No. of Advisors	10

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	13	$315,886,081

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