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SMITH MOORE & CO.
7777 Bonhomme Avenue
Suite 2400
Clayton, Missouri 63105
Tel: 314-727-5225
About SMITH MOORE & CO.
SMITH MOORE & CO, formally registered with the SEC as SMITH MOORE & CO. The firm was established in 08/08/2007. They have over 11 offices throughout the country.
SMITH MOORE & CO. is a Clayton, Missouri based Financial Planning firm with nearly $1,705,976,563 assets under management, offering retirement planning & investment advisory services to 4988 clients. The firm is staffed with 65 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 3441 |
| SEC# | 801-68175 |
| Assets Managed by Firm | $1,705,976,563 |
| No. of Clients | 4988 |
| No. of Advisors | 65 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 4988 | $1,705,976,563 |
| Individuals (other than high net worth individuals) | 3152 | $693,939,531 |
| High net worth individuals | 318 | $852,511,350 |
| Pension and profit sharing plans | 18 | $6,740,168 |
| Charitable organizations | 10 | $5,961,928 |
| Corporations or other businesses | 22 | $94,789,094 |
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