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Building 2SMITH BROTHERS FINANCIAL, LLC

Map pinGLASTONBURY, CT
Phone(800) 426-6946
NotebookSEC #801-126687
Total AUM
$1.1B
Employees
7
Clients
494

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
68 NATIONAL DRIVE
GLASTONBURY
CT 06033
United States
Operating Hours
9:30AM TO 4:30PM
Monday - Friday
Phone
(800) 426-6946
Other Offices
1

ReceiptFinancials

Total AUM
$1.1B
Accounts
487
Discretionary
$867.5M
Accounts
375
Non-Discretionary
$245.7M
Accounts
112

ContactClients

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Individual Clients
295
AUM
$78.5M
HNW Individual Clients
80
AUM
$162.8M
Pension/Profit Sharing Plan Clients
112
AUM
$867.5M
Charitable Organization Clients
2
AUM
$490K
Corporation or Business Clients
5
AUM
$3.9M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CTFLMANHNJNYRITX

HandshakeAffiliates

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

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