Smith Asset Management Company, LLC

Smith Asset Management Company, LLC (CRD# 127684) is a financial advisory firm headquartered in Chiefland, FL. They manage $225,029,275 in 1,097 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    225
    MILLION
  • Total Number of Accounts
    1,097
    ACCOUNTS
  • Average Account Value
    $205,132
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
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, GA, LA, NE, NH, TX

Financial Advisors at Smith Asset Management Company, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Benjamin S. Smith
CRD#: 4840478
Casselberry, FL

Benjamin Smith (CRD# 4840478) is an Investment Advisor Representative working at Smith Asset Management Company, LLC in Casselberry, FL and has over 19 years of experience in the finance industry.

2
Benjamin C. Smith
CRD#: 7410065
322 East Park Avenue, Chiefland, FL 32626

Benjamin Smith (CRD# 7410065) is an Investment Advisor Representative working at Smith Asset Management Company, LLC in Chiefland, FL and has 1 year of experience in the finance industry.

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