Overview
Assets Under Management: $647 million
Headquarters: ATLANTA, GA
High-Net-Worth Clients: 131
Average Client Assets: $5 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 131
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 93.20
Average High-Net-Worth Client Assets: $5 million
Total Client Accounts: 685
Discretionary Accounts: 685
Regulatory Filings
CRD Number: 109540
Last Filing Date: 2024-12-18 00:00:00
Website: https://smith-howard.com