Overview
Assets Under Management: $4.3 billion
Headquarters: FRISCO, TX
High-Net-Worth Clients: 5
Average Client Assets: $82 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 5
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 9.46
Average High-Net-Worth Client Assets: $82 million
Total Client Accounts: 7,991
Discretionary Accounts: 7,674
Non-Discretionary Accounts: 317
Regulatory Filings
CRD Number: 139713
Filing ID: 1961821
Last Filing Date: 2025-03-26 08:01:00
Website: https://smhgroup.com