S
$46.2M Total AUM
$43.4M Disc. AUM
-- 3Y CAGR
1 Employees
56 ADV. Clients
5 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Merrill Lynch · Morgan Stanley
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 02-26-2021
- Office Locations
- 1
Office Locations
-- Fort Lauderdale FL
About Spencer Smith Asset Management, Inc.
Spencer Smith Asset Management, Inc. is a Fort Lauderdale-based RIA. The firm has been operating for 5 years. Managing $46.2M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Merrill Lynch.
Team overview
-- AVG AGE
$46.2M AVG AUM / ADVISOR
$825.7K AVG AUM / CLIENT
5.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
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Asset Classes
Available
Investment Themes
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Investment Vehicles
Available
Services
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Owner & Executives
H
HENRY SPENCER SMITH
Chief Compliance Officer, Financial Advisor, President
- CRD
- #2125038
- 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 | $43,399,801 | -- |
| Non-Discretionary | $2,837,767 | -- |
| Total | $46,237,568 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available U.S. Government/Agency:
Available Derivatives:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Derivatives | Available | Available |
| Total | Available | Available |
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