Assets Under Management
$2.0B
Number of Clients
1,400
Number of Advisors
N/A
Average Client AUM
$1.4M
AUM per Advisor
N/A
Compensation
Fee-Only (AUM)Fixed/Hourly
Smith Anglin Financial, LLC offers financial planning, consulting, and investment management services. They allocate client assets primarily among mutual funds and ETFs, and individual securities. SAF tailors its advisory services to the individual needs of clients, considering risk tolerance and time horizon. They also conduct educational seminars.
14755 Preston Road., Suite 700, Dallas, TX, 75254