$6.5M Total AUM
$6.5M Disc. AUM
-- 3Y CAGR
1 Employees
227 ADV. Clients
11 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Betterment ยท Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-21-2015
- Office Locations
- 1
Office Locations
-- Ocoee FL
About Ames Financial Solutions, LLC
AMES Financial Solutions is a virtual, CFP-led planning firm run 1:1 by Reshell Smith. The practice partners with women navigating divorce, first-generation wealth builders, and C-suite executives, delivering cash-flow and debt strategy alongside investment/portfolio, retirement, college and insurance planning with ongoing monitoring. Portfolios are primarily ETF-based (SMA) and can be custodied at Schwab.
Team overview
52 AVG AGE
$6.5M AVG AUM / ADVISOR
$28.7K AVG AUM / CLIENT
11.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
11yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
RESHELL SHONTA SMITH MISS
Chief Compliance Officer, President
- CRD
- #2957901
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,512,004 | -- |
| Non-Discretionary | $0 | -- |
| Total | $6,512,004 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
Continue browsing