Smith Graham & Co Investment Advisors, L.p.**

Smith Graham & Co Investment Advisors, L.p.** (CRD# 107827) is a financial advisory firm headquartered in Houston, TX. They manage $5,409,476,885 in 83 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
6900 Jpmorgan Chase Tower, 600 Travis Street, Houston, TX 77002
http://www.smithgraham.com
By the Numbers
  • Total Assets Under Management
    5,409
    MILLION
  • Total Number of Accounts
    83
    ACCOUNTS
  • Average Account Value
    $65,174,420
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • 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.

NY, PA, TX

Financial Advisors at Smith Graham & Co Investment Advisors, L.p.**
Showing 1 - 1 of 1 top financial advisors.
1
Gerald Smith, financial advisor Houston TX
Gerald B. Smith
CRD#: 500814
6900 Jpmorgan Chase Tower, 600 Travis Street, Houston, TX 77002
93
Wealthminder
score

Gerald Smith (CRD# 500814) is an Investment Advisor Representative working at Smith Graham & Co Investment Advisors, L.p.** in Houston, TX and has over 14 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.

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