SMITH MOORE & CO.
Clayton, Missouri
5.0
3 Reviews
Smith Moore & Co. is a reputable regional investment advisory firm based out of Clayton, MO, with a strong presence across the Midwest. With 11 offices strategically located throughout the region, they are well-positioned to provide personalized financial services to a diverse clientele. The firm boasts a team of 55 dedicated professionals, with 40 of them specializing in investment advisory services.
As experts in their field, Smith Moore & Co. manages an impressive average of approximately $36,280,000 in assets under management per investment advisor. Their compensation structure is flexible, offering various options such as a ...
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Assets Under Mgmt
$1.45B
Investment Professionals
40
Locations
10
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Selection of other advisers
Other Business Activities
Broker-dealer (Registered or unregistered)
Insurance broker or agent
Disclosures
Do any of the events below involve you or any of your supervised persons?
Disciplined by self-regulatory organization or commodities exchange
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