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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-12-2016
- Office Locations
- 1
Office Locations
About Smith Advisory
Smith Advisory Partners provides human resources consulting and leadership solutions for growing businesses, including HR assessments, handbooks and policies, management training, culture and performance coaching, executive coaching, recruiting/onboarding, and support for compensation plus payroll, benefits and 401(k) administration. The firm emphasizes a collaborative, transparent approach and leverages a global network of experts to help build inclusive, high-performing cultures.
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Owner & Executives
CHRISTOPHER JACOB SMITH
Managing Partner
- CRD
- #3139032
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $7,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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