CRD: 142540
Smarr Financial Services Inc.
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- Custodian
- E*TRADE
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-17-2010
- Office Locations
- 1
Office Locations
About Smarr Financial Services Inc.
Smarr Financial Services, Inc. is an Atlanta-based investment advisor and insurance agency led by Gregory A. Smarr. The firm builds comprehensive financial and insurance plans—retirement, tax and estate planning, income and risk management—and implements portfolios using mutual funds/ETFs, stocks, and fixed income (munis, corporates, Treasuries) plus fixed annuities. Typical clients include retirees, widows, professionals, business owners and professional athletes; advisory custody includes E*TRADE.
Team overview
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Client Personas
Custodian
Investment Themes
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Owner & Executives
GREGORY A SMARR
Owner, President
- CRD
- #4305025
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $45,813,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $45,813,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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