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Brett Gregory Smith

GRIFFITHS, DREHER & EVANS, P.S., CPAS·SPOKANE, Washington
Unclaimed Profile
408 N MULLAN RD, SPOKANE, WA 99206CRD# 5857475Firm CRD# 142448
01

About

Brett Gregory Smith is a registered financial advisor based in SPOKANE, Washington, affiliated with GRIFFITHS, DREHER & EVANS, P.S., CPAS. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
GRIFFITHS, DREHER & EVANS, P.S., CPAS
GRIFFITHS, DREHER & EVANS, P.S., CPAS
AUM
$192M
Regulatory assets under management
Employees
23
Total firm employees
Services
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 5857475
Firm CRD# 142448
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Brett Gregory Smith offer?
Brett Gregory Smith specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in SPOKANE, Washington for a consultation.
What are Brett Gregory Smith's credentials?
Brett Gregory Smith is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Brett Gregory Smith located?
Brett Gregory Smith is based in SPOKANE, Washington, working with GRIFFITHS, DREHER & EVANS, P.S., CPAS. Their office serves clients in the SPOKANE metropolitan area and surrounding communities.
How does Brett Gregory Smith charge for services?
Brett Gregory Smith's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GRIFFITHS, DREHER & EVANS, P.S., CPAS?
GRIFFITHS, DREHER & EVANS, P.S., CPAS has approximately 23 employees and manages $192M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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