Stephen
Smith

Smith Group Asset Management

CRD#2669311
Investment Advisor
in Dallas, TX

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About this Advisor

Stephen Smith is a financial advisor based in Dallas, Texas, working with Smith Group Asset Management. Stephen has previously held a position at Smith Asset Management Group, Lp. Stephen has passed the Series 65 regulatory exam and is registered to provide services in Texas. Currently, Stephen is part of Smith Group Asset Management, which operates out of Dallas, Texas. The firm has 14 employees and manages assets totaling $121.6 million. The services offered by the firm include portfolio management for institutional clients. The fee structure at Smith Group Asset Management includes asset-based fees.

Certifications and Registrations

Series 65, Chartered Financial Analyst

Services Offered

Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets

Office Location

100 Crescent Court Suite 1150
Dallas, TX 75201

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Smith Group Asset Management Brokerage Details

Total Assets Under Management

$121,587,007

TX Average: $3,042,739,679
Total Number of Employees

14

TX Average: 49
Total Number of Accounts

2

TX Average: 2,315
Average Account Size

$60,793,504

TX Average: $1,314,358

Investment Advisory Services

  • Portfolio management for businesses or institutional clients

Stephen Smith Work History

1995 - Present (30 years)

Smith Asset Management Group, Lp

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Stephen Smith 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

John Brim
Dallas, TX
Stephen Smith
Dallas, TX

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