DAVID N. SMITH & ASSOCIATES, INC.
DAVID N. SMITH & ASSOCIATES, INC. of SOUTH MIAMI, FL is an SEC-registered investment adviser (CRD 153108). Regulatory assets under management: $132.6M.
Registration
- CRD: 153108
- SEC file number: 801-112898
- Type: Registered investment adviser
- Location: 5900 SW 73RD STREET, SUITE 300, SOUTH MIAMI, FL, 33143
- Phone: 305-666-9411
- Latest filing: 2020-06-05
- Regulatory AUM: $132.6M
- Discretionary AUM: $132.6M
- Clients: 5
- Accounts: 314
Officers, owners & control persons (1)
| Name | Role | Location |
|---|
| SMITH NEIL | PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |
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