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Home > Retirement Planners > florida > chiefland > SMITH ASSET MANAGEMENT CO., LLC
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 |
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|---|---|---|---|
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