Smith Bruer Advisors
Tallahassee, Florida
5.0
2 Reviews
Smith Bruer Advisors is a highly regarded local investment advisory firm based out of Tallahassee, FL, with a strong presence in the financial industry. With two well-appointed offices, this firm provides comprehensive investment advisory services to a diverse range of clients. Boasting a team of six dedicated professionals, Smith Bruer Advisors ensures personalized attention and tailored solutions for their clients' financial goals. Their team of five skilled investment advisors holds expertise in various investment strategies and manages an impressive average of $29,310,000 in assets per advisor. Smith Bruer Advisors offers a t...
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Assets Under Mgmt

$146.53M

Investment Professionals

5

Locations

1

% 401K & Individual

31%

% Discretionary

68%
Compensation Structure
A percentage of assets under your management
Services Provided Section
Portfolio management for individuals and/or small businesses
Pension consulting services
Disclosures
Found to have been involved in a violation of investment regulations or statutes by Federal regulatory agency
Had investment related business activity restricted by federal regulatory agency
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