Overview
Assets Under Management: $115 million
Headquarters: SOUTH MIAMI, FL
High-Net-Worth Clients: 27
Average Client Assets: $3.7 million
Frequently Asked Questions
DAVID SMITH ADVISORY 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 #153108), DAVID SMITH ADVISORY is subject to fiduciary duty under federal law.
DAVID SMITH ADVISORY is headquartered in SOUTH MIAMI, FL.
DAVID SMITH ADVISORY serves 27 high-net-worth clients according to their SEC filing dated March 21, 2018. View client details ↓
According to their SEC Form ADV, DAVID SMITH ADVISORY offers portfolio management for individuals and selection of other advisors. View all service details ↓
DAVID SMITH ADVISORY manages $115 million in client assets according to their SEC filing dated March 21, 2018.
According to their SEC Form ADV, DAVID SMITH ADVISORY serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 27
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 86.75%
Average Client Assets: $3.7 million
Total Client Accounts: 261
Discretionary Accounts: 261
Regulatory Filings
CRD Number: 153108
Filing ID: 1185047
Last Filing Date: 2018-03-21 14:45:00