CRD: 312623
THE Retirement Smith LLC
$18.2M Total AUM
$18.2M Disc. AUM
-- 3Y CAGR
2 Employees
219 ADV. Clients
5 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-10-2021
- Office Locations
- 1
Office Locations
541 William St. Suite B Fredericksburg VA
About THE Retirement Smith LLC
THE Retirement Smith LLC is a Fredericksburg-based RIA. The firm has been operating for 5 years. Managing $18.2M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
48 AVG AGE
$9.1M AVG AUM / ADVISOR
$83.1K AVG AUM / CLIENT
4.2 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
5yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
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Technology
Available
Owner & Executives
JEFFREY BRIAN SMITH
Chief Compliance Officer, Managing Member, Owner
- CRD
- #5021497
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
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C
CHRISTOPHER ROBERT KEENEY
Paraplanner
- CRD
- #6145419
Available
Available
Available
Showing 1 of 2 contacts
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $18,199,322 | -- |
| Non-Discretionary | $0 | -- |
| Total | $18,199,322 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Total | Available | Available |
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