Ryan Kent Smith

Crossmark Global Investments, INC.

11 Years of Experience

Broker

View SEC Summary

Areas of Practice

Investment Management

Crossmark Global Investments, INC.

Compensation

Fee-Only (AUM)

Firm Size

20 advisors

Number of Clients

6,209 clients

Average Client Portfolio

$1.1M average

Assets Under Management

$7.0B

Fee Structure

Financial Planning:Investment management only

Minimum Annual Fee:$2,500

Location

15375 Memorial Drive, Suite 200, Houston, TX, 77079

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business Activities

Ryan owns RMS Real Estate, LLC, a private real estate organization based in Maple Grove, MN, since 2016. He spends minimal time managing the affairs of the organization, which is not primarily investment-related.