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DAVID SMITH & ASSOCIATES
SOUTH MIAMI, FL
305-666-9411
SEC #801-71244Total AUM
$35M
Employees
3Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
5900 SW 73RD STREET
SUITE 300
SOUTH MIAMI
FL 33143
United States
SUITE 300
SOUTH MIAMI
FL 33143
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Monday - Friday
Phone
305-666-9411
Financials
Total AUM
$35M
Accounts
119Discretionary
$35M
Accounts
119Non-Discretionary
$0
Accounts
0
Clients
None reported
Services
Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
FL
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.