Be advised. This firm is no longer registered.

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
280 South Mangum St, Suite 301, Durham, NC 27701
http://www.amundismithbreeden.com
By the Numbers
  • Total Assets Under Management
    11,757
    MILLION
  • Total Number of Accounts
    51
    ACCOUNTS
  • Average Account Value
    $230,531,207
Compensation Options
  • 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
  • Other
Types of Clients
Registered States
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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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