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SHEETS SMITH INVESTMENT MANAGEMENT, LLC
5600 Nw Central Drive
Suite 221
Houston, Texas 77092
Tel: 346-867-8606
About SHEETS SMITH INVESTMENT MANAGEMENT, LLC
SHEETS SMITH INVESTMENT MANAGEMENT, LLC, formally registered with the SEC as SHEETS SMITH INVESTMENT MANAGEMENT, LLC. The firm was established in 04/26/2018. They have over 2 offices throughout the country.
SHEETS SMITH INVESTMENT MANAGEMENT, LLC is a Houston, Texas based Financial Planning firm with nearly $129,728,282 assets under management, offering retirement planning & investment advisory services to 255 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 293992 |
| SEC# | 801-112973 |
| Assets Managed by Firm | $129,728,282 |
| No. of Clients | 255 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 255 | $129,728,282 |
| Individuals (other than high net worth individuals) | 94 | $29,519,746 |
| High net worth individuals | 26 | $82,858,953 |
| Pension and profit sharing plans | 1 | $771,210 |
| Charitable organizations | 3 | $15,832,341 |
| Corporations or other businesses | 1 | $246,700 |
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