Be advised. This firm is no longer registered.

Smathers Financial Group, Inc.

Smathers Financial Group, Inc. (CRD# 130349) is a financial advisory firm headquartered in The Villages, FL. They manage $12,334,837 in 91 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
8564 East Cr 466, Suite 205, The Villages, FL 32162
http://www.smathersfg.com
By the Numbers
  • Total Assets Under Management
    12
    MILLION
  • Total Number of Accounts
    91
    ACCOUNTS
  • Average Account Value
    $135,548
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
The map below shows states where this firm has explicit registration only.

FL

Financial Advisors at Smathers Financial Group, Inc.
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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