SMITH BROTHERS FINANCIAL, LLC
Glastonbury, United States · CRD 322951
SEC-registered investment adviser since 2022 · limited liability company. It files no 13F, so there are no holdings to show.
- Assets managed$1.1bn
- Main clients (by assets)Pension plans 78%, High net worth individuals 15%, Individuals 7%
- Websitesmithbrothersfs.com
- Form ADV · 2026-08-30SEC adviser record
- Kindinstitutions
- Others nearbyGlastonbury, CT
As an employer
- Staff (Form ADV)7 · 6 in investment roles
- Offices in1 country