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Smith, Blair

Smith, Blair. CRD 125134

$6.0M Total AUM
$6.0M Disc. AUM
-- 3Y CAGR
1 Employees
10 ADV. Clients
30 yrs Firm Age

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Firm Details

Custodian
Interactive Brokers
Clients
Retail
Platforms
Available
Established Date
11-21-1995
Office Locations
1

Office Locations

-- Carson City NV

About Smith, Blair

Xylem’s Smith-Blair brand supplies pipe repair and connection products for water infrastructure, natural gas distribution, and demanding oilfield applications. The team supports customers with large on-hand inventory, rapid response from a central U.S. footprint, and custom engineered fabrications for hard-to-find solutions. Products are manufactured in Texarkana, Arkansas, with many standard items compliant with the Build America, Buy America Act.

Team overview

-- AVG AGE
$6.0M AVG AUM / ADVISOR
$603.5K AVG AUM / CLIENT
11.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
30yrs Firm Age

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Owner & Executives

BLAIR SMITH

BLAIR SMITH

Owner, Partner

CRD
#2650126
Ownership
75% or more
Available
Available
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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $6,034,720 --
Non-Discretionary $0 --
Total $6,034,720 --

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Separately Managed Accounts

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Asset class Assets Assets %
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