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Building 2W.A. SMITH FINANCIAL GROUP

Map pinSANDUSKY, OH
Phone419-626-8600
NotebookSEC #801-110042
Total AUM
$1.2B
Employees
27
Clients
1,669

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4604 TIMBER COMMONS DRIVE
SANDUSKY
OH 44870
United States
Operating Hours
8:30 AM - 4:30 PM
Monday - Friday
Phone
419-626-8600
Other Offices
3

ReceiptFinancials

Total AUM
$1.2B
Accounts
7,044
Discretionary
$1.1B
Accounts
5,823
Non-Discretionary
$81.4M
Accounts
1,221

ContactClients

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Individual Clients
1,329
AUM
$490.4M
HNW Individual Clients
336
AUM
$671.7M
Pension/Profit Sharing Plan Clients
4
AUM
$1.6M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAFLMINCOHSCTNTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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