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Building 2SMITH & CO ADVISORY LLC

Map pinSPRING HILL, TN
Phone(615) 682-4383
NotebookSEC #801-131244
Total AUM
$118.5M
Employees
2
Clients
210

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5343 MAIN STREET
SPRING HILL
TN 37174
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
(615) 682-4383

ReceiptFinancials

Total AUM
$118.5M
Accounts
331
Discretionary
$115.4M
Accounts
327
Non-Discretionary
$3M
Accounts
4

ContactClients

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Individual Clients
162
AUM
$19.7M
HNW Individual Clients
44
AUM
$95.7M
Pension/Profit Sharing Plan Clients
4
AUM
$3M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementOther ServicesPension Consulting
Other Services
TRUSTEE SERVICES
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALCAFLKYLATNTX

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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