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Home > Retirement Planners > georgia > atlanta > SMITH & HOWARD WEALTH MANAGEMENT, LLC
SMITH & HOWARD WEALTH MANAGEMENT, LLC
271 17th Street Nw
Suite 2100
Atlanta, Georgia 30363
Tel: 404-874-6244
About SMITH & HOWARD WEALTH MANAGEMENT, LLC
SMITH & HOWARD WEALTH MANAGEMENT, LLC, formally registered with the SEC as SMITH & HOWARD WEALTH MANAGEMENT, LLC. The firm was established in 08/02/1999. They have over 1 offices throughout the country.
SMITH & HOWARD WEALTH MANAGEMENT, LLC is a Atlanta, Georgia based Financial Planning firm with nearly $646,535,276 assets under management, offering retirement planning & investment advisory services to 685 clients. The firm is staffed with 10 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 109540 |
| SEC# | 801-56734 |
| Assets Managed by Firm | $646,535,276 |
| No. of Clients | 685 |
| No. of Advisors | 10 |
Fee Structure
- A percentage of AUM
- Hourly charges
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 685 | $646,535,276 |
| Individuals (other than high net worth individuals) | 74 | $37,903,638 |
| High net worth individuals | 131 | $602,549,510 |
| Charitable organizations | 5 | $4,456,595 |
| Corporations or other businesses | Fewer than 5 clients | $1,625,533 |
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