Smith Asset Management Co., Llc
Chiefland, Florida
5.0
2 Reviews
Smith Asset Management Co., LLC, based out of Chiefland, FL, is a well-established investment advisory firm with a strong track record. With over 800 individual clients and more than $228,987,000 in assets under management, they have built a solid reputation in the industry. The company operates out of a single office and offers investment advisory services to a diverse range of clients.
One of Smith Asset Management Co., LLC's notable strengths lies in their expertise in managing employer 401Ks and individual accounts. Around half of their assets under management come from these sources, showcasing their deep understanding of th...
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Assets Under Mgmt
$228.99M
Investment Professionals
2
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Hourly Charges
Services Provided Section
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Disclosures
Do any of the events below involve you or any of your supervised persons?
Found to have been involved in a violation of investment regulations or statutes by Federal regulatory agency
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