Assets Under Management
$133.7M
Number of Clients
2
Number of Advisors
3
Average Client AUM
$66.9M
AUM per Advisor
$44.6M
Compensation
Fee-Only (AUM)
Smith Asset Management Group focuses on providing equity investment advisory services. They manage investments through various securities, including equities and money market instruments. They primarily manage assets for Public Pension Plan clients, using a team of portfolio managers and a model portfolio approach to ensure consistent management.
| Assets Under Management | Annual Fee |
|---|---|
| $0+ | 1.00% |
Fees may be negotiated lower based on mandate size and client servicing requirements.
100 Crescent Court, Suite 1150, Dallas, TX, 75201