Smith Asset Management, Inc.

Smith Asset Management, Inc. (CRD# 123727) is a financial advisory firm headquartered in Yardley, PA. They manage $25,443,681 in 65 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    25
    MILLION
  • Total Number of Accounts
    65
    ACCOUNTS
  • Average Account Value
    $391,441
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
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
  • Publication of periodicals or newsletters
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.

NJ, PA

Financial Advisors at Smith Asset Management, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Frank M. Smith
CRD#: 1250907
18 N. State Street, Suite #7, Newtown, PA 18940
93
Wealthminder
score

Frank Smith (CRD# 1250907) is an Investment Advisor Representative working at Smith Asset Management, Inc. in Newtown, PA and has over 26 years of experience in the finance industry.

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