Smith Asset Management, Inc.
Smith Asset Management, Inc. (CRD# 123727) is a financial advisory firm headquartered in Yardley, PA. They manage $28,919,262 in 78 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management29MILLION
Total Number of Accounts78ACCOUNTS
Average Account Value$370,760
- A percentage of assets under your management
- Hourly charges
- 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
Frank Smith (CRD# 1250907) is an Investment Advisor Representative working at Smith Asset Management, Inc. in Newtown, PA and has over 27 years of experience in the finance industry.