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 $6,421,389,188 in 94 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    6,421
    MILLION
  • Total Number of Accounts
    94
    ACCOUNTS
  • Average Account Value
    $68,312,651
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • 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
,
93
Wealthminder
score

Gerald Smith (CRD# 500814) is an Investment Advisor Representative working at Smith Graham & Co Investment Advisors, L.p.** in , and has over 15 years of experience in the finance industry.

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