linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Stephen Spender Smith

Smith Group Asset Management

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Stephen? Claim Your Profile

About Stephen Spender Smith

Stephen Smith is a registered investment advisor representative with Smith Group Asset Management. Stephen has been in the industry since November 1995. Stephen is a Chartered Financial Analyst and holds a Series 65 license. Stephen is based in Dallas, TX.

Firm Information

Stephen Smith is currently registered with Smith Group Asset Management. 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.

check

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.

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Stephen Smith’s Registration & Firm History

TX

10/05/2000 - Present

Smith Group Asset Management (DALLAS TX)

Not sure if Stephen Spender Smith is right for you?

Licenses & Designations

IA

Issued 09/25/1995

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Stephen Spender Smith.
Not sure if Stephen Spender Smith is right for you?