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SMITH MOORE & CO.
CLAYTON, MO
314-727-5225
SEC #801-68175Total AUM
$2.4B
Employees
65Clients
4,142Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
7777 BONHOMME AVENUE
SUITE 2400
CLAYTON
MO 63105
United States
SUITE 2400
CLAYTON
MO 63105
United States
Operating Hours
8:00AM - 5:00PM
Monday - Friday
Monday - Friday
Phone
314-727-5225
Other Offices
9
Financials
Total AUM
$2.4B
Accounts
5,865Discretionary
$2.1B
Accounts
5,265Non-Discretionary
$266.4M
Accounts
600
Clients
Individual Clients
2,841AUM
$688.8M
HNW Individual Clients
1,254AUM
$1.5B
Pension/Profit Sharing Plan Clients
18AUM
$8.2M
Charitable Organization Clients
10AUM
$6.4M
Government Entity Clients
3AUM
$66.8M
Corporation or Business Clients
16AUM
$117.3M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
SRO Discipline/Expulsion/Suspension
State Registrations
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Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 1 other business.