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Benjamin Shannon Smith

SMITH ASSET MANAGEMENT CO., LLC·CHIEFLAND, Florida
SMITH ASSET MANAGEMENT CO., LLC
322 EAST PARK AVENUE, CHIEFLAND, FL 32626CRD# 4840478Firm CRD# 127684

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Benjamin Shannon Smith · CHIEFLAND, FL
Registration
CRD #4840478 · SMITH ASSET MANAGEMENT CO., LLC
Brand Profile
Not yet started
Disclosure history
1 disclosure on file · See FINRA BrokerCheck for full record
01

About

Benjamin Shannon Smith is a registered financial advisor based in CHIEFLAND, Florida, affiliated with SMITH ASSET MANAGEMENT CO., LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
SMITH ASSET MANAGEMENT CO., LLC
SMITH ASSET MANAGEMENT CO., LLC
AUM
$234M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at SMITH ASSET MANAGEMENT CO., LLC →
Services
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 4840478
Firm CRD# 127684
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Benjamin Shannon Smith offer?
Benjamin Shannon Smith specializes in Investment Management, Wealth Management. Contact their office in CHIEFLAND, Florida for a consultation.
What are Benjamin Shannon Smith's credentials?
Benjamin Shannon Smith is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Benjamin Shannon Smith located?
Benjamin Shannon Smith is based in CHIEFLAND, Florida, working with SMITH ASSET MANAGEMENT CO., LLC. Their office serves clients in the CHIEFLAND metropolitan area and surrounding communities.
How does Benjamin Shannon Smith charge for services?
Benjamin Shannon Smith's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SMITH ASSET MANAGEMENT CO., LLC?
SMITH ASSET MANAGEMENT CO., LLC has approximately 4 employees and manages $234M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at SMITH ASSET MANAGEMENT CO., LLC

Benjamin Larry Smith
CHIEFLAND, FL

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Nearby cities in Florida
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Research
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