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SMITH BRUER ADVISORS
1700 Summit Lake Drive
Suite 102
Tallahassee, Florida 32317
Tel: 850-877-0803
About SMITH BRUER ADVISORS
SMITH BRUER ADVISORS, formally registered with the SEC as SMITH BRUER ADVISORS. The firm was established in 06/06/2019. They have over 3 offices throughout the country.
SMITH BRUER ADVISORS is a Tallahassee, Florida based Financial Planning firm with nearly $198,230,406 assets under management, offering retirement planning & investment advisory services to 419 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 284508 |
| SEC# | 801-116727 |
| Assets Managed by Firm | $198,230,406 |
| No. of Clients | 419 |
| No. of Advisors | 6 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Other (FINANCIAL CONSULTING)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 419 | $198,230,406 |
| Individuals (other than high net worth individuals) | 194 | $53,888,353 |
| High net worth individuals | 46 | $87,602,588 |
| Pension and profit sharing plans | 21 | $56,739,465 |
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