Smith Group Asset Management

Smith Group Asset Management (CRD# 106301) is a financial advisory firm headquartered in Dallas, TX. They manage $121,587,007 in 2 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    122
    MILLION
  • Total Number of Accounts
    2
    ACCOUNTS
  • Average Account Value
    $60,793,504
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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.

CA, TX

Financial Advisors at Smith Group Asset Management
Showing 1 - 3 of 3 top financial advisors.
1
John D. Brim
CRD#: 2933011
100 Crescent Court, Suite 1150, Dallas, TX 75201

John Brim (CRD# 2933011) is an Investment Advisor Representative working at Smith Group Asset Management in Dallas, TX and has over 26 years of experience in the finance industry.

2
John W. Peavy
CRD#: 2224588
,

John Peavy (CRD# 2224588) is an Investment Advisor Representative working at Smith Group Asset Management in , and has over 32 years of experience in the finance industry.

3
Stephen S. Smith
CRD#: 2669311
100 Crescent Court, Suite 1150, Dallas, TX 75201

Stephen Smith (CRD# 2669311) is an Investment Advisor Representative working at Smith Group Asset Management in Dallas, TX and has over 28 years of experience in the finance industry.

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