Overview
Assets Under Management: $1.7 billion
Headquarters: NEW YORK, NY
High-Net-Worth Clients: 8
Average Client Assets: $40 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 8
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 18.12
Average High-Net-Worth Client Assets: $40 million
Total Client Accounts: 124
Discretionary Accounts: 122
Non-Discretionary Accounts: 2
Regulatory Filings
CRD Number: 107675
Filing ID: 1998090
Last Filing Date: 2025-06-16 14:10:00
Website: https://smithcapital.com