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Home > Retirement Planners > texas > dallas > SMITH ANGLIN FINANCIAL, LLC
SMITH ANGLIN FINANCIAL, LLC
14755 Preston Road.
Suite 700
Dallas, Texas 75254
Tel: (972) 267-1244
About SMITH ANGLIN FINANCIAL, LLC
SMITH ANGLIN FINANCIAL, LLC, formally registered with the SEC as SMITH ANGLIN FINANCIAL, LLC. The firm was established in 08/02/2007. They have over 1 offices throughout the country.
SMITH ANGLIN FINANCIAL, LLC is a Dallas, Texas based Financial Planning firm with nearly $1,571,428,888 assets under management, offering retirement planning & investment advisory services to 3379 clients. The firm is staffed with 16 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 144386 |
| SEC# | 801-68157 |
| Assets Managed by Firm | $1,571,428,888 |
| No. of Clients | 3379 |
| No. of Advisors | 16 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Education seminars/workshops
- Other (CONSULTING)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 3379 | $1,571,428,888 |
| Individuals (other than high net worth individuals) | 675 | $248,852,565 |
| High net worth individuals | 557 | $1,303,245,575 |
| Pension and profit sharing plans | 9 | $2,996,376 |
| Charitable organizations | 8 | $10,858,024 |
| Corporations or other businesses | 5 | $5,476,348 |
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