Smathers Financial Group, Inc.

Smathers Financial Group, Inc. (CRD# 130349) is a financial advisory firm headquartered in The Villages, FL. They manage $13,428,605 in 116 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    13
    MILLION
  • Total Number of Accounts
    116
    ACCOUNTS
  • Average Account Value
    $115,764
Compensation Options
  • Commissions
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
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.

FL

Financial Advisors at Smathers Financial Group, Inc.
No Advisor Found.
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