Smith Asset Management Company, LLC
Smith Asset Management Company, LLC (CRD# 127684) is a financial advisory firm headquartered in Chiefland, FL. They manage $233,716,737 in 1,143 accounts and serve the financial needs of clients across 6 states (or territories).
Current Firm Details
Smith Asset Management Company, LLC
By the Numbers
-
Total Assets Under Management234MILLION
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Total Number of Accounts1,143ACCOUNTS
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Average Account Value$204,477
Compensation Options
- A percentage of assets under your management
- Hourly charges
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL, GA, LA, NE, NH, TX
Financial Advisors at Smith Asset Management Company, LLC
1
Benjamin Smith (CRD# 4840478) is an Investment Advisor Representative working at Smith Asset Management Company, LLC in Casselberry, FL and has over 20 years of experience in the finance industry.
2
Benjamin Smith (CRD# 7410065) is an Investment Advisor Representative working at Smith Asset Management Company, LLC in Chiefland, FL and has over 2 years of experience in the finance industry.
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