Smith Group Asset Management, LLC

Smith Group Asset Management, LLC (CRD# 313265) is a financial advisory firm headquartered in Dallas, TX. They manage $1,964,631,433 in 717 accounts and serve the financial needs of clients across 35 states (or territories).

Current Firm Details
100 Crescent Court, Dallas, TX 75201
https://www.smithasset.com
By the Numbers
  • Total Assets Under Management
    1,965
    MILLION
  • Total Number of Accounts
    717
    ACCOUNTS
  • Average Account Value
    $2,740,072
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • 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
The map below shows states where this firm has explicit registration only.

AL, AZ, CA, CO, CT, DE, FL, GA, ID, IL, KY, MA, MD, ME, MI, MN, MO, MT, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, TN, TX, UT, VA, VT, WA, WI

Financial Advisors at Smith Group Asset Management, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Owen Burns, financial advisor Dallas TX
Owen Burns
CRD#: 6133738
100 Crescent Court, Dallas, TX 75201

Owen Burns (CRD# 6133738) is an Investment Advisor Representative working at Smith Group Asset Management, LLC in Dallas, TX and has over 11 years of experience in the finance industry.

2
William Ketterer, financial advisor Dallas TX
William Ketterer
CRD#: 5660220
100 Crescent Court, Suite 1150, Dallas, TX 75201

William Ketterer (CRD# 5660220) is an Investment Advisor Representative working at Smith Group Asset Management, LLC in Dallas, TX and has 1 year of experience in the finance industry.

3
Eivind Olsen, financial advisor Dallas TX
Eivind Olsen
CRD#: 2594967
100 Crescent Court, Suite 1150, Dallas, TX 75201

Eivind Olsen (CRD# 2594967) is an Investment Advisor Representative working at Smith Group Asset Management, LLC in Dallas, TX and has 1 year of experience in the finance industry.

4
Christopher Zogg, financial advisor Dallas TX
Christopher M. Zogg
CRD#: 5660332
100 Crescent Court, Suite 1150, Dallas, TX 75201

Christopher Zogg (CRD# 5660332) is an Investment Advisor Representative working at Smith Group Asset Management, LLC in Dallas, TX and has 1 year 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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