Smith Group Asset Management

Finance · Texas, United States · 11-50 Employees

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Overview

Headquarters

100 Crescent Ct Ste 1150, Dallas, Texas,...

Phone Number

(214) 880-4600

Revenue

$5.3 Million

Industry

Finance Securities Trading
ZI Rank: 2
Signal Type
Jan
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ZI Rank
1
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2

About Smith Group Asset Management

Smith Group Asset Management, founded in 1995, specializes in high-quality investment management services for institutional and high-net-worth clients. The firm believes that companies capable of sustainably growing earnings faster than expected will see significant stock appreciation. Their investment strategy combines quantitative and fundamental analysis to identify potential investments with unexpected earnings growth and strong earnings quality. With over 30 years of experience, Smith Group employs a systematic, model-based framework to manage portfolios while addressing risk through diversification and analysis.Explore more
Smith Group Asset Management's Social MediaPopular SearchesSmith Group Asset ManagementSmith Asset Management Group LPSmith Asset ManagementSmith & Summers LLCSmith Group AssetSIC Code 62,628NAICS Code 52,523Show more

Smith Group Asset Management Org Chart

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Chief Financial Officer

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Chief Investment Officer

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Smith Group Asset Managem...

$5.3M
11-50
Private
<$5M
1995
JS
Jose SotoChief Financial Officer
$64M
11-50
Private
-
1998
MB
Michael BernsteinManaging Director
$8.6M
11-50
Private
<$5M
1988
JK
Jason KruglyVice President
$5.5M
11-50
Private
-
2007
GF
Gabriel FerrinChief Operating Officer
<$5M
11-50
Private
<$5M
2010
TW
Trasi WhightChief Financial Officer
<$5M
11-50
Private
-
1998
AL
Anna LuiDirector, Research
<$5M
1-10
Private
-
1994
AD
Aygul DashlyClient EA Relationship Manager
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Smith Group Asset Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

Smith Group Asset Management financials insights

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

2020

Debt

$350K

See All Smith Group Asset Management's Financials Insights

Smith Group Asset Management Tech Stack

A closer look at the technologies used by Smith Group Asset Management

Most Recent Scoops

Facilities Relocation / Expansion
Smith Group Asset Management is planning to move its offices in September 2023. The move will impact approximately 20 employees at their existing office located at 100 Crescent Ct, Suite#1150, Dallas, TX.
Mergers & Acquisitions (M&A)
Funding
Smith Group Asset Management has received an SBA PPP loan for $350,000-1 million from PlainsCapital Bank, supporting the retention of 20 jobs.
Funding
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Top Finance Companies

Frequently Asked Questions Regarding Smith Group Asset Management

What is Smith Group Asset Management's official website?
Smith Group Asset Management's official website is www.smithasset.com
What is Smith Group Asset Management's Revenue?
Smith Group Asset Management's revenue is $5.3 Million
What is Smith Group Asset Management's SIC code?
Smith Group Asset Management's SIC: 62,628
What is Smith Group Asset Management's NAICS code?
Smith Group Asset Management's NAICS: 52,523
How many employees does Smith Group Asset Management have?
Smith Group Asset Management has 11-50 employees
What industry does Smith Group Asset Management belong to?
Smith Group Asset Management is in the industry of: Finance, Securities Trading
What is Smith Group Asset Management competition?
Smith Group Asset Management top competitors include: Longboard Asset Management, Attalus Capital, NorthCoast Asset Management, Scholtz
What companies has Smith Group Asset Management acquired?
Smith Group Asset Management has acquired the companies: CCRE, Efficient Market Advisors, Ccre, Dolmen Securities
What technology does Smith Group Asset Management use?
Some of the popular technologies that Smith Group Asset Management uses are: WooCommerce, WordPress.org, PHP, Cloudflare Website Optimization
Who is the CFO of Smith Group Asset Management?
Smith Group Asset Management's CFO is Jose Soto
How do I contact Smith Group Asset Management?
Smith Group Asset Management contact info: Phone number: (214) 880-4600 Website: www.smithasset.com
What does Smith Group Asset Management do?

Smith Group Asset Management, founded in 1995, specializes in high-quality investment management services for institutional and high-net-worth clients. The firm believes that companies capable of sustainably growing earnings faster than expected will see significant stock appreciation. Their investment strategy combines quantitative and fundamental... analysis to identify potential investments with unexpected earnings growth and strong earnings quality. With over 30 years of experience, Smith Group employs a systematic, model-based framework to manage portfolios while addressing risk through diversification and analysis.Read More

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

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