Smith Asset Management, Inc.

Smith Asset Management, Inc. (CRD# 123727) is a financial advisory firm headquartered in Newtown, PA. They manage $28,181,895 in 67 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
41 University Drive, Suite 400, Newtown, PA 18940
http://www.smithassetmanagement.net
By the Numbers
  • Total Assets Under Management
    28
    MILLION
  • Total Number of Accounts
    67
    ACCOUNTS
  • Average Account Value
    $420,625
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

PA

Financial Advisors at Smith Asset Management, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Frank Smith, financial advisor Yardley PA
Frank M. Smith
CRD#: 1250907
16 South Main Street, Yardley, PA 19067

Frank Smith (CRD# 1250907) is an Investment Advisor Representative working at Smith Asset Management, Inc. in Yardley, PA and has over 33 years of experience in the finance industry.

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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