Smith Richards Group

Finance · Washington, United States · 11-50 Employees

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Overview

Headquarters

7853 SE 27th St Ste 285, Mercer Island, ...

Phone Number

(206) 275-3900

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
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May
ZI Rank
1
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About Smith Richards Group

The Smith Richards Group (SRG) specializes in providing comprehensive financial advisory services, focusing on helping clients achieve their financial goals while ensuring a balanced and fulfilling life. With over 30 years of experience, SRG emphasizes personalized service, crafting custom financial blueprints tailored to each client's unique needs and aspirations. They aim to build lasting relationships and serve clients across generations, ensuring that no part of their financial story is forgotten. SRG's commitment to clarity and security allows clients to navigate complex financial systems with confidence, ultimately helping them leave a legacy of integrity and wisdom.Explore more
Smith Richards Group's Social MediaPopular SearchesSmith Richards GroupThe Smith Richards GroupSmithRichards GroupSmith/Richards GroupRichards Group LLCSIC Code 62,628NAICS Code 52,523Show more

Smith Richards Group Org Chart

PhoneEmail
JM
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Relationship Manager

PhoneEmail
LM
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Partner

PhoneEmail
CE
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Executive Assistant

PhoneEmail
LM
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Client Experience Specialist

PhoneEmail
DM
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Client Support Specialist

PhoneEmail
EB
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Client Services Specialist

PhoneEmail
RL
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Client Representative

PhoneEmail
CK
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Financial Advisor

PhoneEmail
CH
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Financial Advisor

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Smith Richards Group

<$5M
11-50
Private
<$5M
2006
JM
Josiah MartinRelationship Manager
$5.3M
1-10
Private
-
2010
N/A
<$5M
1-10
Private
<$5M
1999
<$5M
1-10
Private
-
2017
SR
Samuel RathboneOperations Specialist
<$5M
1-10
Private
-
2002
<$5M
1-10
Private
-
2014
KR
Kristin RasmussenRegistered Investment Advisor
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Smith Richards Group financials insights

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

2020

Debt

$150K

See All Smith Richards Group's Financials Insights

Smith Richards Group Tech Stack

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Frequently Asked Questions Regarding Smith Richards Group

What is Smith Richards Group's official website?
Smith Richards Group's official website is www.smithrichardsgroup.com
What is Smith Richards Group's Revenue?
Smith Richards Group's revenue is <$5 Million
What is Smith Richards Group's SIC code?
Smith Richards Group's SIC: 62,628
What is Smith Richards Group's NAICS code?
Smith Richards Group's NAICS: 52,523
How many employees does Smith Richards Group have?
Smith Richards Group has 11-50 employees
What industry does Smith Richards Group belong to?
Smith Richards Group is in the industry of: Finance, Securities Trading
What is Smith Richards Group competition?
Smith Richards Group top competitors include: Family Wealth Management, Waypoint Partners, Burnette Financial Planning, KMR Wealth Advisory
What technology does Smith Richards Group use?
Some of the popular technologies that Smith Richards Group uses are: WooCommerce, WordPress.org, PHP, Proofpoint
How do I contact Smith Richards Group?
Smith Richards Group contact info: Phone number: (206) 275-3900 Website: www.smithrichardsgroup.com
What does Smith Richards Group do?

The Smith Richards Group (SRG) specializes in providing comprehensive financial advisory services, focusing on helping clients achieve their financial goals while ensuring a balanced and fulfilling life. With over 30 years of experience, SRG emphasizes personalized service, crafting custom financial blueprints tailored to each client's unique needs... and aspirations. They aim to build lasting relationships and serve clients across generations, ensuring that no part of their financial story is forgotten. SRG's commitment to clarity and security allows clients to navigate complex financial systems with confidence, ultimately helping them leave a legacy of integrity and wisdom.Read More

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

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