|
⚲
|
| Smith Moore & Co
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|
|---|---|
| CRD # | 3441 |
| SEC # | 801-68175 |
| CIK # | 0000200724, 0001466384 |
| AUM | $1.7 BB (2024-03-29) |
| Employees | 65 (77% Investors, 85% Brokers) |
| Phone | 314-727-5225 |
| Address | 7777 Bonhomme Avenue Clayton, MO 63105 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 34.8 | |
| MSFT | 1,918,222.4 | 11.9 | |
| NVDA | 399,550.0 | 9.9 | |
| AMZN | 1,092,997.8 | 8.1 | |
| LLY | 301,789.7 | 7.5 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 3,152 | 693.9 |
| (b) Individuals (high net worth individuals) | 318 | 852.5 |
| (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 | 18 | 6.7 |
| (h) Charitable organizations | 10 | 6.0 |
| (i) State or municipal government entities | 3 | 52.0 |
| (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 | 22 | 94.8 |
| (n) Other | 0 | 0.0 |
| Total | 4,988 | 1,706.0 |
| By Discretionary | ||
| Discretionary | 4,659 | 1,588.3 |
| Non-Discretionary | 329 | 117.7 |
| Total | 4,988 | 1,706.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 5.4 | |
| United States Persons | 1,700.6 | |
| Total | 4,988 | 1,706.0 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0000200724] | |
| D | [0001466384] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Grant TANI Barash & Altman LLC
✚
|
CA | 1.7 |
|
Warwick Investment Management Inc
✚
|
TX | 1.7 |
|
Alta Capital Management LLC
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|
UT | 1.7 |
|
Doyenne Wealth Advisors LLC
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IL | 1.7 |
|
Institutional and Family Asset Management LLC
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CO | 1.7 |
|
The Wealth Alliance LLC
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NY | 1.7 |
|
Heritage Investment Group Inc
✚
|
FL | 1.7 |
|
Independence Asset Advisors LLC
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|
PA | 1.7 |
|
Well Done LLC
✚
|
MI | 1.7 |
|
Sigma Investment Counselors Inc
✚
|
MI | 1.7 |