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).
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Total Assets Under Management1,965MILLION
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Total Number of Accounts717ACCOUNTS
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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
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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.