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Building 2M. J. SMITH AND ASSOCIATES

Map pinGREENWOOD VILLAGE, CO
Phone303-768-0007
NotebookSEC #801-19409
Total AUM
$886.1M
Employees
7
Clients
494

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5613 DTC PARKWAY
#650
GREENWOOD VILLAGE
CO 80111
United States
Operating Hours
8 A.M. TO 5 P.M.
Monday - Friday
Phone
303-768-0007

ReceiptFinancials

Total AUM
$886.1M
Accounts
1,784
Discretionary
$806M
Accounts
1,782
Non-Discretionary
$80.1M
Accounts
2

ContactClients

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Individual Clients
263
AUM
$294.4M
HNW Individual Clients
222
AUM
$578M
Pension/Profit Sharing Plan Clients
5
AUM
$1.7M
Charitable Organization Clients
1
AUM
$1.3M
Corporation or Business Clients
3
AUM
$10.7M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPublications
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLILTXUTWA

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

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