S
$1.1M Total AUM
$725.0K Disc. AUM
-- 3Y CAGR
1 Employees
20 ADV. Clients
1 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-08-2024
- Office Locations
- 1
Office Locations
-- Chanhassen MN
About Smith & Associates Financial Services, LLC
Smith & Associates Financial Services, LLC is a Chanhassen-based RIA. The firm has been operating for 1 years. Managing $1.1M in total assets under management, with 1 advisory representatives. They custody assets with Interactive Brokers.
Team overview
-- AVG AGE
$1.1M AVG AUM / ADVISOR
$55.5K AVG AUM / CLIENT
1.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
Available
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Accredited Investors
Available
Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
K
KELLY EUGENE SMITH
Managing Member, Vice President
- CRD
- #1961966
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $724,981 | -- |
| Non-Discretionary | $384,651 | -- |
| Total | $1,109,632 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - OTC:
Available Cash:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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