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Building 2SMITH THORNTON ADVISORS, LLC

Map pinHUNTSVILLE, AL
Phone256-715-7715
NotebookSEC #801-120351
Total AUM
$852.3M
Employees
9
Clients
341

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
626 CLINTON AVENUE WEST
SUITE 100
HUNTSVILLE
AL 35801
United States
Operating Hours
8:00 AM - 4:00 PM
Monday - Friday
Phone
256-715-7715
Other Offices
1

ReceiptFinancials

Total AUM
$852.3M
Accounts
858
Discretionary
$731.2M
Accounts
656
Non-Discretionary
$121M
Accounts
202

ContactClients

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Individual Clients
236
AUM
$71.7M
HNW Individual Clients
91
AUM
$305.6M
Pension/Profit Sharing Plan Clients
8
AUM
$465.1M
Charitable Organization Clients
3
AUM
$1.4M
Government Entity Clients
1
AUM
$1.2M
Corporation or Business Clients
2
AUM
$7.3M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALFLGATNTX

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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