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Building 2DAVID SMITH ADVISORY

Map pinSOUTH MIAMI, FL
Phone305-666-9411
NotebookSEC #801-112898
Total AUM
$132.6M
Employees
5
Clients
121

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5900 SW 73RD STREET
SUITE 300
SOUTH MIAMI
FL 33143
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
305-666-9411

ReceiptFinancials

Total AUM
$132.6M
Accounts
314
Discretionary
$132.6M
Accounts
314
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
100
AUM
$15.5M
HNW Individual Clients
20
AUM
$117.1M
Corporation or Business Clients
1
AUM
$1K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FL

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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