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Building 2ANTHONY SMITH ADVISORS, INC.

Map pinATLANTA, GA
Phone404-231-1414
NotebookSEC #801-67771
Total AUM
$234.4M
Employees
11
Clients
161

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2999 PIEDMONT ROAD, N.E.
SUITE 100
ATLANTA
GA 30305-2605
United States
Operating Hours
8:30 AM TO 5:00 PM
Monday - Friday
Phone
404-231-1414

ReceiptFinancials

Total AUM
$234.4M
Accounts
515
Discretionary
$213.1M
Accounts
486
Non-Discretionary
$21.3M
Accounts
29

ContactClients

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Individual Clients
92
AUM
$28.1M
HNW Individual Clients
69
AUM
$206.4M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
INVESTMENT MONITORING FEE

Shield checkCompliance

Disclosures

None reported

State Registrations
ALGALATX

HandshakeAffiliates

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

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