SMITH BREEDEN ASSOCIATES INC

DURHAM, North Carolina·4 registered advisors·CRD# 104628
SEC# 801-17567919-967-7221
01

Firm Overview

AUM
$7.8B
Regulatory assets under management
Employees
55
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
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Performance-based fees
03

Specialties

Investment ManagementRetirement PlanningWealth Management
04

Advisors at SMITH BREEDEN ASSOCIATES INC

4 registered advisors
Carl D. Bell
DURHAM, North Carolina
Douglas Tower Breeden
DURHAM, North Carolina
Lewis Turlington Jester
DURHAM, North Carolina
Timothy Durrett Rowe
DURHAM, North Carolina
05

Office Locations

DURHAM, North Carolina
4 advisors

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Data sourced from SEC Form ADV filings. SMITH BREEDEN ASSOCIATES INC (CRD# 104628) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.