Amundi Smith Breeden LLC
Amundi Smith Breeden LLC (CRD# 169589) is a financial advisory firm headquartered in Durham, NC. They manage $11,757,091,574 in 51 accounts and serve the financial needs of clients across 52 states (or territories).
Current Firm Details
By the Numbers
Total Assets Under Management11,757MILLION
Total Number of Accounts51ACCOUNTS
Average Account Value$230,531,207
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
Types of Clients
Registered Investment Advisor
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
Financial Advisors at Amundi Smith Breeden LLC
No Advisor Found.
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