Smith Group Asset Management, LLC
Smith Group Asset Management, LLC (CRD# 313265) is a financial advisory firm headquartered in Dallas, TX. They manage $1,964,631,433 in 717 accounts and serve the financial needs of clients across 35 states (or territories).
-
Total Assets Under Management1,965MILLION
-
Total Number of Accounts717ACCOUNTS
-
Average Account Value$2,740,072
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
AL, AZ, CA, CO, CT, DE, FL, GA, ID, IL, KY, MA, MD, ME, MI, MN, MO, MT, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, TN, TX, UT, VA, VT, WA, WI
Owen Burns (CRD# 6133738) is an Investment Advisor Representative working at Smith Group Asset Management, LLC in Dallas, TX and has over 11 years of experience in the finance industry.
William Ketterer (CRD# 5660220) is an Investment Advisor Representative working at Smith Group Asset Management, LLC in Dallas, TX and has 1 year of experience in the finance industry.
Eivind Olsen (CRD# 2594967) is an Investment Advisor Representative working at Smith Group Asset Management, LLC in Dallas, TX and has 1 year of experience in the finance industry.
Christopher Zogg (CRD# 5660332) is an Investment Advisor Representative working at Smith Group Asset Management, LLC in Dallas, TX and has 1 year of experience in the finance industry.