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Smith Group Asset Management

Headquartered in DALLAS, TX

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Firm Information

Smith Group Asset Management is an investment advisor located in Dallas, TX. The firm primarily provides portfolio management for businesses. They have 8 investment adviser representatives and manage $121,587,007 in assets for 2 clients, all of which are state or municipal government entities.

Smith Group Asset Management

100 CRESCENT COURT

DALLAS, TX 75201

$121.59M

Assets Under Management

Not reported

Total Clients

2

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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portfolio management for businesses

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

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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percentage of assets

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

Branch Locations (1)

SMITH GROUP ASSET MANAGEMENT has a total of 1 branch locations across the country.
location

DALLAS, TX

Advisors at Smith Group Asset Management

View All 2 Advisors
Unclaimed
John Wesley Peavy

CFC®, CFA®, RA

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John David Brim

CFA®, RA

DALLAS, TX

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Stephen Spender Smith

CFA®, RA

DALLAS, TX

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Disclosures

There are no public disclosures for Smith Group Asset Management.

Frequently Asked Questions (8)

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