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).

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 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.

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