Smith,Raborn & Co., Inc. (Delray Beach)
Smith,Raborn & Co., Inc. is a large advisory firm based in Delray Beach. It manages $58.91 million of regulatory assets for 196 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, Florida, Illinois, and 5 other states.
Smith,Raborn & Co. provides portfolio management for individuals and small businesses. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.
Smith,Raborn & Co.: assets under management
The assets under management (AUM) of Smith,Raborn & Co., Inc. is $58.91 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
Fees & Commissions
The advisory firm has a single stream of revenue. Clients pay Smith,Raborn & Co., Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Based in Delray Beach
The principal office where Smith,Raborn & Co., Inc. performs its advisory services is located at 777 E Atlantic Ave., Ste 301, Delray Beach, FL 33483, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 561-278-5555 or by fax 561-278-5591. The normal business hours are 8:30 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.raborn.com.
Registered investment advisers similar to Smith,Raborn & Co., Inc.
- Franke Financial Services
- Fal Capital Management
- Financial Planning Associates
- American Skandia Advisory Services
- Investment Counselors Of Redlands
- Mcmannama & Associates
- Wulff, Hansen &
- Raborn &
- Kco Investments, Incorporated
- Isf Investment Advisers
- Longboat Global Advisors, L.L.C
- Apollo Wealth Management
- Spinnerhawk Capital Management
- Springbank Value Partners
- Hoisington Global Fixed Management