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).
Total Assets Under Management13MILLION
Total Number of Accounts116ACCOUNTS
Average Account Value$115,764
- Performance-based fees
- 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