Overview
Assets Under Management: $220 million
Headquarters: ATLANTA, GA
High-Net-Worth Clients: 51
Average Client Assets: $3.6 million
Frequently Asked Questions
ANTHONY SMITH ADVISORS, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #125730), ANTHONY SMITH ADVISORS, INC. is subject to fiduciary duty under federal law.
ANTHONY SMITH ADVISORS, INC. is headquartered in ATLANTA, GA.
ANTHONY SMITH ADVISORS, INC. serves 51 high-net-worth clients according to their SEC filing dated April 04, 2018. View client details ↓
According to their SEC Form ADV, ANTHONY SMITH ADVISORS, INC. offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
ANTHONY SMITH ADVISORS, INC. manages $220 million in client assets according to their SEC filing dated April 04, 2018.
According to their SEC Form ADV, ANTHONY SMITH ADVISORS, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 51
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 82.88%
Average Client Assets: $3.6 million
Total Client Accounts: 446
Discretionary Accounts: 410
Non-Discretionary Accounts: 36
Regulatory Filings
CRD Number: 125730
Filing ID: 1205333
Last Filing Date: 2018-04-04 09:49:00