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SMITH BROTHERS FINANCIAL, LLC
68 National Drive
Glastonbury, Connecticut 06033
Tel: (800) 426-6946
About SMITH BROTHERS FINANCIAL, LLC
SMITH BROTHERS FINANCIAL, LLC, formally registered with the SEC as SMITH BROTHERS FINANCIAL, LLC. The firm was established in 09/30/2022. They have over 2 offices throughout the country.
SMITH BROTHERS FINANCIAL, LLC is a Glastonbury, Connecticut based Financial Planning firm with nearly $846,535,879 assets under management, offering retirement planning & investment advisory services to 387 clients. The firm is staffed with 8 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 322951 |
| SEC# | 801-126687 |
| Assets Managed by Firm | $846,535,879 |
| No. of Clients | 387 |
| No. of Advisors | 8 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 387 | $846,535,879 |
| Individuals (other than high net worth individuals) | 241 | $51,416,120 |
| High net worth individuals | 35 | $93,028,795 |
| Pension and profit sharing plans | 9 | $692,640,989 |
| Charitable organizations | 2 | $343,463 |
| Corporations or other businesses | 2 | $2,544,627 |
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