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Building 2SMEAD CAPITAL MANAGEMENT, INC.

Map pinPHOENIX, AZ
Phone602-889-3660
NotebookSEC #801-67839
Total AUM
$5.5B
Employees
18
Clients
185

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2502 EAST CAMELBACK ROAD
SUITE 210
PHOENIX
AZ 85016
United States
Operating Hours
6:30AM TO 3:00PM
Monday - Friday
Phone
602-889-3660
Other Offices
2

ReceiptFinancials

Total AUM
$5.5B
Accounts
185
Discretionary
$5.4B
Accounts
62
Non-Discretionary
$157.8M
Accounts
123

ContactClients

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Individual Clients
2
AUM
$1.6M
HNW Individual Clients
49
AUM
$43.2M
Investment Company Clients
2
AUM
$4.4B
Pooled Vehicle Clients
1
AUM
$410.2M
Corporation or Business Clients
8
AUM
$456.8M
Other Clients
123
AUM
$157.8M
Description of Other Clients
UMA PLATFORM

Briefcase businessServices

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Services Offered
Company Portfolio ManagementIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZNJWA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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