Anthony Smith Advisors Inc

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Assets, Funds, Holdings

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Anthony Smith Advisors Inc
CRD #125730
SEC #801-67771
CIK #
AUM
Employees 11 (82% Investors, 0% Brokers)
Phone404-231-1414
Address2999 Piedmont Road, NE
Atlanta, GA 30305-2605
Source [IAPD] [Website]
Total AUM ($MM)
3502802101407002006201120172023
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 92 28.1
(b) Individuals (high net worth individuals) 69 206.4
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 515 234.4
By Discretionary
Discretionary 486 213.1
Non-Discretionary 29 21.3
Total 515 234.4
By Non-United States Persons
Non-United States Persons 0.1
United States Persons 234.3
Total 515 234.4
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