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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