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Building 2SMITH & HOWARD WEALTH MANAGEMENT, LLC

Map pinATLANTA, GA
Phone404-874-6244
NotebookSEC #801-56734
Total AUM
$726.9M
Employees
10
Clients
219

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
271 17TH STREET NW
SUITE 2100
ATLANTA
GA 30363
United States
Operating Hours
8:30 A.M. - 5:30 P.M.
Monday - Friday
Phone
404-874-6244

ReceiptFinancials

Total AUM
$726.9M
Accounts
750
Discretionary
$726.9M
Accounts
750
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
78
AUM
$45.1M
HNW Individual Clients
139
AUM
$675.2M
Charitable Organization Clients
1
AUM
$4.8M
Corporation or Business Clients
1
AUM
$1.8M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLGATX

HandshakeAffiliates

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

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