Overview
Assets Under Management: $122 million
Headquarters: DALLAS, TX
Frequently Asked Questions
SMITH GROUP ASSET MANAGEMENT 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 #106301), SMITH GROUP ASSET MANAGEMENT is subject to fiduciary duty under federal law.
SMITH GROUP ASSET MANAGEMENT is headquartered in DALLAS, TX.
According to their SEC Form ADV, SMITH GROUP ASSET MANAGEMENT offers portfolio management for institutional clients. View all service details ↓
SMITH GROUP ASSET MANAGEMENT manages $122 million in client assets according to their SEC filing dated March 22, 2024.
According to their SEC Form ADV, SMITH GROUP ASSET MANAGEMENT serves institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Institutional Clients
Clients
Total Client Accounts: 2
Discretionary Accounts: 2
Regulatory Filings
CRD Number: 106301
Filing ID: 1841855
Last Filing Date: 2024-03-22 10:38:00