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SMH CAPITAL ADVISORS LLC
SMH CAPITAL ADVISORS LLC
FORT WORTH, Texas
·
5 registered advisors
·
CRD# 108344
SEC# 801-54089
1
817-569-7000
01
Firm Overview
AUM
$395M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
5
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Portfolio management (pooled investments)
Selection of other advisers
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Hourly charges
Commissions
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at SMH CAPITAL ADVISORS LLC
5 registered advisors
Daniel Alan Rudnitsky
FORT WORTH, Texas
CRD# 4920434
Dwayne Alan Moyers
FORT WORTH, Texas
CRD# 1850654
Gabriela Forster
FORT WORTH, Texas
CRD# 4579366
Lisa Celeste Haley
FORT WORTH, Texas
CRD# 4579362
Margarita Yvette Martinez
FORT WORTH, Texas
CRD# 4724529
05
Office Locations
FORT WORTH, Texas
5 advisors
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Data sourced from SEC Form ADV filings. SMH CAPITAL ADVISORS LLC (CRD# 108344) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.