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Smith Anglin Financial, LLC

Headquartered in DALLAS, TX

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Firm Information

Smith Anglin Financial, LLC is a Registered Investment Advisor based in Dallas, Texas. The firm manages over $1.5 billion in assets for a variety of clients, including high-net-worth individuals, corporations, pension and profit-sharing plans, charitable organizations, and individuals other than high-net-worth. Smith Anglin Financial provides a range of advisory services, including financial planning, portfolio management for individuals and businesses, and educational seminars.

Smith Anglin Financial, LLC

14755 PRESTON ROAD.

DALLAS, TX 75254

$1.57B

Assets Under Management

12

Total Clients

15

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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consulting

Consulting

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (2)

SMITH ANGLIN FINANCIAL, LLC has a total of 2 branch locations across the country.
location

DALLAS, TX

location

McKinney, TX

Advisors at Smith Anglin Financial, LLC

View All 15 Advisors
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Harrison Spencer Hamilton

CFP®, RA

DALLAS, TX

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Regis Scott Moxley

RA

DALLAS, TX

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Casey J Vogel

RA

DALLAS, TX

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Wayne Robert Worthington

CFP®, CFA®, RA

DALLAS, TX

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David Camarillo

CFP®, RA

DALLAS, TX

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Brian Michael Bergman

CFP®, RA

DALLAS, TX

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Weston Alan Pollock

RA

DALLAS, TX

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Steven Wayne Anglin

RA

DALLAS, TX

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Disclosures

There are no public disclosures for Smith Anglin Financial, LLC.

Frequently Asked Questions (9)

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