SMITH ASSET MANAGEMENT CO., LLC

322 East Park Avenue
Chiefland, Florida 32626
Tel: 352-493-7700

About SMITH ASSET MANAGEMENT CO., LLC

SMITH ASSET MANAGEMENT CO, LLC, formally registered with the SEC as SMITH ASSET MANAGEMENT CO, LLC. The firm was established in 03/31/2015. They have over 1 offices throughout the country.

SMITH ASSET MANAGEMENT CO., LLC is a Chiefland, Florida based Financial Planning firm with nearly $261,428,147 assets under management, offering retirement planning & investment advisory services to 1180 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	127684
SEC#	801-81169
Assets Managed by Firm	$261,428,147
No. of Clients	1180
No. of Advisors	7

Fee Structure

A percentage of AUM
Hourly charges

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	1180	$261,428,147
Individuals (other than high net worth individuals)	938	$180,420,251
High net worth individuals	34	$78,952,043
Charitable organizations	2	$826,257
Corporations or other businesses	7	$1,147,245

More Retirement Planning firms in Chiefland, Florida:

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CORIENT 830 Brickell Plaza, Suite 4800 Miami, FL, 33131	$118,191,936,095	97020	845
ELLIOTT INVESTMENT MANAGEMENT L.P. 360 S. Rosemary Ave, 18th Floor West Palm Beach, FL, 33401	$97,371,716,804	38	578
DOUBLELINE CAPITAL LP 2002 N. Tampa Street, 2nd Floor Tampa, FL, 33602	$92,968,371,160	146	264

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