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AMUNDI SMITH BREEDEN LLC
AMUNDI SMITH BREEDEN LLC
DURHAM, North Carolina
·
4 registered advisors
·
CRD# 169589
SEC# 801-78776
919-967-7221
01
Firm Overview
AUM
$14.5B
Regulatory assets under management
Employees
75
Total firm employees
Advisors
4
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Market timing services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Performance-based fees
03
Specialties
Investment Management
Retirement Planning
Wealth Management
04
Advisors at AMUNDI SMITH BREEDEN LLC
4 registered advisors
Aimee Kathryn Harmelink
DURHAM, North Carolina
CRD# 6059819
Jennifer Penafiel Hollingsworth
DURHAM, North Carolina
CRD# 5652814
Patrick Robert Pagni
DURHAM, North Carolina
CRD# 4570328
Stephen Alcuin Eason
DURHAM, North Carolina
CFA
CRD# 1104114
05
Office Locations
DURHAM, North Carolina
4 advisors
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Data sourced from SEC Form ADV filings. AMUNDI SMITH BREEDEN LLC (CRD# 169589) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.