Owen
Burns
Smith Group Asset Management, LLC
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About this Advisor
Owen Burns is a financial advisor based in Dallas, Texas. Burns is on the advisory team at Smith Group Asset Management, LLC. Over the course of their career, Burns has held roles at Bbva Securities Inc, Compass Bank, Strategic Financial Partners, Bbva Compass Insurance Agency, Inc, Bbva Wealth Solutions Inc and Cantor Fitzgerald & Co. Burns has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to work in Alabama. Smith Group Asset Management, LLC is a registered investment firm operating out of Dallas, TX. It controls $2 billion in total assets between its 351 customer accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm advises five charitable organizations. Of its 351 customer accounts, 92% are associated with high-net-worth investors who have more than $1 million in assets. Smith Group Asset Management, LLC provides a broad array of services, including portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles and portfolio management for institutional clients. Fees charged by financial advisors largely are based on which service is offered. However, fees billed by Smith Group Asset Management, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Smith Group Asset Management, LLC Brokerage Details
$1,786,807,357
15
351
$5,090,619
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Owen Burns Work History
Owen has been registered as a financial advisor for 0 years.*
Cantor Fitzgerald & Co
Bbva Wealth Solutions Inc
Bbva Securities Inc
Compass Bank
Bbva Compass Insurance Agency, Inc
Strategic Financial Partners
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Owen Burns to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Smith Group Asset Management, LLC
Dallas, TX
Dallas, TX
Dallas, TX
Dallas, TX
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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