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| Chas P Smith & Associates PA Cpa's
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|---|---|
| CRD # | 104914 |
| SEC # | 801-35294 |
| CIK # | |
| AUM | $2.0 BB (2023-03-30) |
| Employees | 21 (100% Investors, 0% Brokers) |
| Phone | 863-688-1725 |
| Address | 205 East Orange Street 310 Lakeland, FL 33801-4611 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2,589 | 0.4 |
| (b) Individuals (high net worth individuals) | 670 | 1.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 170 | 0.2 |
| (h) Charitable organizations | 24 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 55 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 7,080 | 2.0 |
| By Discretionary | ||
| Discretionary | 7,080 | 2.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 7,080 | 2.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.0 | |
| Total | 7,080 | 2.0 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Stash Investments LLC
✚
|
NY | 2.6 |
|
Maseco LLP
✚
|
2.4 | |
|
Bogart Wealth LLC
✚
|
VA | 2.3 |
|
Stoker Ostler Wealth Advisors Inc
✚
|
AZ | 2.2 |
|
Roffman Milller Associates Inc
✚
|
PA | 2.1 |
|
John Hancock Personal Financial Services LLC
✚
|
MA | 1.8 |
|
Retirement Benchmark LLC
✚
|
MO | 1.8 |
|
Key Financial Inc
✚
|
PA | 1.8 |
|
Motley Fool Wealth Management LLC
✚
|
VA | 1.6 |
|
Baltimore-Washington Financial Advisors Inc
✚
|
MD | 1.4 |