SMITH GROUP ASSET MANAGEMENT, LLC

DALLAS, Texas·1 registered advisor·CRD# 313265
SEC# 801-1207770214-880-4600
01

Firm Overview

AUM
$2.0B
Regulatory assets under management
Employees
15
Total firm employees
Advisors
1
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 ManagementRetirement PlanningWealth ManagementFee-Only Advisory
04

Advisors at SMITH GROUP ASSET MANAGEMENT, LLC

1 registered advisor
Thomas Joseph Anzalone
DALLAS, Texas
05

Office Locations

DALLAS, Texas
1 advisor

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Data sourced from SEC Form ADV filings. SMITH GROUP ASSET MANAGEMENT, LLC (CRD# 313265) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.