Smith Anglin Financial

Finance · Texas, United States · 11-50 Employees

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Overview

Headquarters

14755 Preston Rd Ste 700, Dallas, Texas,...

Phone Number

(972) 267-1244

Revenue

$5 Million

Industry

Finance Securities Trading
ZI Rank: 2
Signal Type
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ZI Rank
1
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About Smith Anglin Financial

Smith Anglin is a full-service wealth advisory practice based in Dallas, Texas, dedicated to helping clients nationwide secure their financial future. Founded in 1967, the firm manages over $2 billion in client assets, serving a select group of pilots, families, individuals, and business owners across 48 states and internationally. Their services include generational wealth planning, financial planning, investment management, tax planning, estate planning, and insurance services, with a strong focus on aviation retirement readiness. With a commitment to providing an elevated standard of care, Smith Anglin aims to help clients achieve their financial goals and dreams.Explore more
Smith Anglin Financial's Social MediaPopular SearchesSmith Anglin Financial LLCSmith Anglin FinancialSmith AnglinSmith Anglin & CoSmith Anglin CoSIC Code 62,628NAICS Code 52,523Show more

Smith Anglin Financial Org Chart

PhoneEmail
WH
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Director, Tax Services

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DS
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Director, Operations

PhoneEmail
DC
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Director, Advisory Services

PhoneEmail

PhoneEmail
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TR
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Senior Manager, Tax

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Manager, Tax

PhoneEmail
RM
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Manager, Tax

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Compare insights from companies similar to Smith Anglin Financial, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Smith Anglin Financial

$5M
11-50
Private
<$5M
1967
WH
Whitney HareDirector, Tax Services
<$5M
11-50
Private
<$5M
2005
AG
Aleen GordonFinancial Planning Assistant
<$5M
1-10
Private
-
1979
Joseph Dowling, Chief Executive Officer & Chairman at The Dowling Group
Joseph DowlingCEO & Chairman
<$5M
1-10
Private
-
2012
Paul Holjes, Manager, Wealth & Founder at Peak Mountain Advisors
Paul HoljesManager, Wealth & Founder
<$5M
1-10
Private
-
2009
<$5M
1-10
Private
-
-
PC
Payton CollinsPresident & Wealth Advisor
<$5M
1-10
Private
-
2017
N/A
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Company Profile Activity

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Activity Insights

Smith Anglin Financial is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Smith Anglin Financial is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Smith Anglin Financial.

Smith Anglin Financial financials insights

Gather financial insights about Smith Anglin Financial, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2020

Debt

$350K

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Smith Anglin Financial Tech Stack

A closer look at the technologies used by Smith Anglin Financial

Most Recent Scoops

Award
Award
Funding
Smith Anglin Financial has received an SBA PPP loan in the amount of $133,150 from InterBank resulting in the retention of 13 jobs.
Funding
Smith Anglin Financial has received an SBA PPP loan for $350,000-1 million from InterBank.
Funding
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Smith Anglin Financial News & Media

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Frequently Asked Questions Regarding Smith Anglin Financial

What is Smith Anglin Financial's official website?
Smith Anglin Financial's official website is www.smithanglin.com
What is Smith Anglin Financial's Revenue?
Smith Anglin Financial's revenue is $5 Million
What is Smith Anglin Financial's SIC code?
Smith Anglin Financial's SIC: 62,628
What is Smith Anglin Financial's NAICS code?
Smith Anglin Financial's NAICS: 52,523
How many employees does Smith Anglin Financial have?
Smith Anglin Financial has 11-50 employees
What industry does Smith Anglin Financial belong to?
Smith Anglin Financial is in the industry of: Finance, Securities Trading
What is Smith Anglin Financial competition?
Smith Anglin Financial top competitors include: Fountainhead Wealth, Chieco Capital Management, The Dowling Group, TPC Financial
What companies has Smith Anglin Financial acquired?
Smith Anglin Financial has acquired the companies: Rhoads Lucca Capital Management
What technology does Smith Anglin Financial use?
Some of the popular technologies that Smith Anglin Financial uses are: Cloudflare Rocket Loader, WordPress.org, PHP, HubSpot Marketing Free
How do I contact Smith Anglin Financial?
Smith Anglin Financial contact info: Phone number: (972) 267-1244 Website: www.smithanglin.com
What does Smith Anglin Financial do?

Smith Anglin is a full-service wealth advisory practice based in Dallas, Texas, dedicated to helping clients nationwide secure their financial future. Founded in 1967, the firm manages over $2 billion in client assets, serving a select group of pilots, families, individuals, and business owners across 48 states and internationally. Their services i... nclude generational wealth planning, financial planning, investment management, tax planning, estate planning, and insurance services, with a strong focus on aviation retirement readiness. With a commitment to providing an elevated standard of care, Smith Anglin aims to help clients achieve their financial goals and dreams.Read More

What are Smith Anglin Financial social media links?
Smith Anglin Financial Linkedin page Smith Anglin Financial Twitter page Smith Anglin Financial Facebook page
Is Smith Anglin Financial a public company?
Smith Anglin Financial is private company therefore does not currently have an official ticker symbol
See more information about Smith Anglin Financial

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