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SMEAD CAPITAL MANAGEMENT, INC.
SMEAD CAPITAL MANAGEMENT, INC.
PHOENIX, Arizona
·
6 registered advisors
·
CRD# 143567
SEC# 801-67839
2
602-889-3660
01
Firm Overview
AUM
$6.1B
Regulatory assets under management
Employees
17
Total firm employees
Advisors
6
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Compensation
Percentage of AUM
03
Specialties
Investment Management
Retirement Planning
Wealth Management
Fee-Only Advisory
04
Advisors at SMEAD CAPITAL MANAGEMENT, INC.
6 registered advisors
Brenda Sue Larson
SEATTLE, Washington
CRD# 4773735
Cole W. Smead
PHOENIX, Arizona
CRD# 5225268
Jameson Alan Greenfileld
SEATTLE, Washington
CRD# 6913164
Leo A Scherrer
SEATTLE, Washington
CFA
CRD# 4072993
Steven Joseph Lemire
PHOENIX, Arizona
CRD# 2181031
William Wallace Smead
PHOENIX, Arizona
CRD# 1020717
05
Office Locations
PHOENIX, Arizona
3 advisors
SEATTLE, Washington
3 advisors
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Data sourced from SEC Form ADV filings. SMEAD CAPITAL MANAGEMENT, INC. (CRD# 143567) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.