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Building 2SMITH ASSET MANAGEMENT CO., LLC

Map pinCHIEFLAND, FL
Phone352-493-7700
NotebookSEC #801-81169
Total AUM
$281.2M
Employees
7
Clients
776

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
322 EAST PARK AVENUE
CHIEFLAND
FL 32626
United States
Operating Hours
9:00 A.M.-5:00 P.M.
Monday - Friday
Phone
352-493-7700

ReceiptFinancials

Total AUM
$281.2M
Accounts
1,273
Discretionary
$281.2M
Accounts
1,273
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
726
AUM
$194.3M
HNW Individual Clients
39
AUM
$83.4M
Charitable Organization Clients
2
AUM
$980.1K
Government Entity Clients
1
AUM
$88.6K
Corporation or Business Clients
8
AUM
$2.4M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Violation Finding
State Registrations
CAFLGAINLAMTNCNENHTNTX

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

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