SMITH GROUP ASSET MANAGEMENT

100 Crescent Court
Suite 1150
Dallas, Texas 75201
Tel: 214-880-4600

About SMITH GROUP ASSET MANAGEMENT

SMITH GROUP ASSET MANAGEMENT, formally registered with the SEC as SMITH GROUP ASSET MANAGEMENT. The firm was established in 12/14/1995. They have over 1 offices throughout the country.

SMITH GROUP ASSET MANAGEMENT is a Dallas, Texas based Financial Planning firm with nearly $121,587,007 assets under management, offering retirement planning & investment advisory services to 2 clients. The firm is staffed with 14 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	106301
SEC#	801-50835
Assets Managed by Firm	$121,587,007
No. of Clients	2
No. of Advisors	14

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	2	$121,587,007

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