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Building 2SMITH BREEDEN ASSOCIATES INC

Map pinDURHAM, NC
Phone919-967-7221
NotebookSEC #801-17567
Total AUM
$7.8B
Employees
55
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
280 SOUTH MANGUM STREET
SUITE 301
DURHAM
NC 27701-3676
United States
Operating Hours
8:30 A.M. - 5:30 P.M.
Monday - Friday
Phone
919-967-7221

ReceiptFinancials

Total AUM
$7.8B
Accounts
39
Discretionary
$7.8B
Accounts
39
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

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Services Offered
Company Portfolio ManagementIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPooled Vehicle Portfolio Management
Other Services
MAY ENGAGE IN SPECIAL PROJECTS RELATED TO THE FINANCIAL INDUSTRY BUT WHICH MAY NOT INVOLVE INVESTMENT ADVICE.
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
COCTDCDEFLILMONCNYPATXVA

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

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