Smith Frank & Partners
Likely to Engage tag.Highly Engaged Employees

Finance · Texas, United States · 1-10 Employees

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Overview

Headquarters

5400 Lyndon B Johnson Fwy Ste 1250, Dall...

Phone Number

(972) 490-4377

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
Jan
Feb
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May
ZI Rank
1
1
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1

About Smith Frank & Partners

Smith, Frank & Partners is a financial advisory firm based in Dallas, TX, specializing in providing customized financial solutions for C-Level executives, entrepreneurs, and other professionals. Their services encompass personal financial planning, wealth management, and risk management, with a focus on helping clients achieve their financial goals. The firm operates with a team of specialists in various financial disciplines, ensuring a comprehensive approach to managing clients' financial landscapes. By acting as personal CFOs, they assist clients in balancing lifestyle sustainability with legacy planning.Explore more
Smith Frank & Partners's Social MediaPopular SearchesSmith Frank & Partners LLCSmith, Frank & Partners LLCSmith & Frank Group ServicesSMITH & FRANK GROUP SERVICES IncSmith , Frank & PartnersSIC Code 62,628NAICS Code 52,523Show more

Smith Frank & Partners Org Chart

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KR
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Vice President, Investment Management

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KL
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Manager, Underwriting

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Smith Frank & Partners

<$5M
1-10
Private
-
2009
KR
Katherine RobertsonVice President, Investment Management
<$5M
1-10
Private
-
2019
DB
Darrin BrooksRepresentative
<$5M
1-10
Private
-
2000
TG
Tracy GolyManager, Operations
<$5M
1-10
Private
-
1992
Michael Fahim, Founder & Chief Executive Officer at Educators Retirement Services
Michael FahimFounder & CEO
<$5M
1-10
Private
-
2014
BB
Barrett BensonWealth Advisor
<$5M
1-10
Private
-
2002
AB
Alisha BrownDirector, Client Services
<$5M
1-10
Private
-
2004
N/A
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Company Profile Activity

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Among all Finance companies

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High Activity

Activity Insights

Smith Frank & Partners is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

Smith Frank & Partners Tech Stack

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Frequently Asked Questions Regarding Smith Frank & Partners

What is Smith Frank & Partners's official website?
Smith Frank & Partners's official website is www.smithfrank.com
What is Smith Frank & Partners's Revenue?
Smith Frank & Partners's revenue is <$5 Million
What is Smith Frank & Partners's SIC code?
Smith Frank & Partners's SIC: 62,628
What is Smith Frank & Partners's NAICS code?
Smith Frank & Partners's NAICS: 52,523
How many employees does Smith Frank & Partners have?
Smith Frank & Partners has 1-10 employees
What industry does Smith Frank & Partners belong to?
Smith Frank & Partners is in the industry of: Finance, Securities Trading
What is Smith Frank & Partners competition?
Smith Frank & Partners top competitors include: Thomas Financial Associates, Benson Wealth Management, HG Tailored Financial Services, Educators Retirement Services
What technology does Smith Frank & Partners use?
Some of the popular technologies that Smith Frank & Partners uses are: Cloudflare Website Optimization, Google Font API, Microsoft 365, Google Tag Manager
How do I contact Smith Frank & Partners?
Smith Frank & Partners contact info: Phone number: (972) 490-4377 Website: www.smithfrank.com
What does Smith Frank & Partners do?

Smith, Frank & Partners is a financial advisory firm based in Dallas, TX, specializing in providing customized financial solutions for C-Level executives, entrepreneurs, and other professionals. Their services encompass personal financial planning, wealth management, and risk management, with a focus on helping clients achieve their financial goals... . The firm operates with a team of specialists in various financial disciplines, ensuring a comprehensive approach to managing clients' financial landscapes. By acting as personal CFOs, they assist clients in balancing lifestyle sustainability with legacy planning.Read More

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

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