Assets Under Management
$1.7B
Number of Clients
1,509
Number of Advisors
5
Average Client AUM
$1.1M
AUM per Advisor
$342.8M
Compensation
Fee-Only (AUM)
Smith Group, majority-owned by Cantor Fitzgerald Investment Advisors, focuses on equity investment advisory services. They manage investments in equities and, in some cases, money market instruments, using a model portfolio approach for consistent management. Clients include individuals, high net worth individuals, and institutions.
100 Crescent Court, Dallas, TX, 75201