Stephen
Smith
Smith Group Asset Management
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About this Advisor
Stephen Smith is a chartered financial analyst based in Dallas, Texas who has 23 years of industry experience. Smith is an employee of Smith Group Asset Management. They have worked at Smith Group Asset Management for the entirety of their career. Smith holds a Series 65 license, designating them as an investment advisor representative, and is registered to work in Texas. Smith Group Asset Management is a company that has its headquarters in Dallas, TX. It handles $92 million in total assets among its two client accounts, placing it among the smaller firms in the United States by assets under management. The firm offers portfolio management for institutional clients. A financial advisor's fees usually depend on which services the firm provides the client. However, fees billed by Smith Group Asset Management 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 Brokerage Details
$91,584,722
15
2
$45,792,361
Investment Advisory Services
- Portfolio management for businesses or institutional clients
Stephen Smith Work History
Stephen has been registered as a financial advisor for 23 years.*
Smith Asset Management Group, Lp
*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 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
Dallas, TX
Dallas, TX
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