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Building 2SHEETS SMITH INVESTMENT MANAGEMENT, LLC

Map pinHOUSTON, TX
Phone346-867-8606
NotebookSEC #801-112973
Total AUM
$129.7M
Employees
3
Clients
126

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5600 NW CENTRAL DRIVE
SUITE 221
HOUSTON
TX 77092
United States
Operating Hours
8:30 - 5:00
Monday - Friday
Phone
346-867-8606
Other Offices
1

ReceiptFinancials

Total AUM
$129.7M
Accounts
255
Discretionary
$129.7M
Accounts
255
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
94
AUM
$29.5M
HNW Individual Clients
26
AUM
$82.9M
Pension/Profit Sharing Plan Clients
1
AUM
$771.2K
Charitable Organization Clients
3
AUM
$15.8M
Government Entity Clients
1
AUM
$499.3K
Corporation or Business Clients
1
AUM
$246.7K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NCTX

HandshakeAffiliates

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

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