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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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