Overview
Assets Under Management: $261 million
Headquarters: CHIEFLAND, FL
High-Net-Worth Clients: 4
Average Client Assets: $45 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 4
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 69.01
Average High-Net-Worth Client Assets: $45 million
Total Client Accounts: 1,180
Discretionary Accounts: 1,180
Regulatory Filings
CRD Number: 127684
Filing ID: 1977747
Last Filing Date: 2025-04-08 17:44:00
Website: https://smithlawfirm.org