Overview
Assets Under Management: $647 million
Headquarters: ATLANTA, GA
High-Net-Worth Clients: 131
Average Client Assets: $5 million
Frequently Asked Questions
SMITH & HOWARD WEALTH MANAGEMENT, LLC 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 #109540), SMITH & HOWARD WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
SMITH & HOWARD WEALTH MANAGEMENT, LLC is headquartered in ATLANTA, GA.
SMITH & HOWARD WEALTH MANAGEMENT, LLC serves 131 high-net-worth clients according to their SEC filing dated December 18, 2024. View client details ↓
According to their SEC Form ADV, SMITH & HOWARD WEALTH MANAGEMENT, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
SMITH & HOWARD WEALTH MANAGEMENT, LLC manages $647 million in client assets according to their SEC filing dated December 18, 2024.
According to their SEC Form ADV, SMITH & HOWARD WEALTH MANAGEMENT, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
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