SMITH GROUP ASSET MANAGEMENT, LLC

100 Crescent Court
Dallas, Texas 75201
Tel: 214-880-4600

About SMITH GROUP ASSET MANAGEMENT, LLC

SMITH GROUP ASSET MANAGEMENT, LLC, formally registered with the SEC as SMITH GROUP ASSET MANAGEMENT, LLC. The firm was established in 05/05/2021. They have over 1 offices throughout the country.

SMITH GROUP ASSET MANAGEMENT, LLC is a Dallas, Texas based Financial Planning firm with nearly $2,104,631,433 assets under management, offering retirement planning & investment advisory services to 719 clients. The firm is staffed with 15 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	313265
SEC#	801-120777
Assets Managed by Firm	$2,104,631,433
No. of Clients	719
No. of Advisors	15

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	719	$2,104,631,433
High net worth individuals	691	$311,171,564
Pension and profit sharing plans	5	$115,776,820
Charitable organizations	5	$129,411,733
Corporations or other businesses	6	$29,241,912

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