DAVID N. SMITH & ASSOCIATES, INC.
Legal name: DAVID SMITH ADVISORY
CRD #153108 SEC #801-112898 SOUTH MIAMI, FL 305-666-9411
SEC Registered
Total AUM
$132.6M
Discretionary
$132.6M
Employees
5
Clients
--
Accounts
314
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2020 | $132.6M | $132.6M | $0 | 5 | 0 |
| Feb 2020 | $132.6M | $132.6M | $0 | 5 | 0 |
| Sep 2019 | $109.4M | $109.4M | $0 | 4 | 0 |
| Feb 2019 | $109.4M | $109.4M | $0 | 4 | 0 |
| Apr 2018 | $114.7M | $114.7M | $0 | 4 | 0 |
| Mar 2018 | $114.7M | $114.7M | $0 | 4 | 0 |
| Jun 2011 | $35M | $35M | $0 | 5 | -- |
| Mar 2011 | $35M | $35M | $0 | 5 | -- |
| Oct 2010 | $29.2M | $29.2M | $0 | 5 | -- |
| Aug 2010 | $0 | $0 | $0 | 5 | -- |
DateJun 2020
Total AUM$132.6M
Discretionary$132.6M
Non-Disc.$0
Employees5
Clients0
DateFeb 2020
Total AUM$132.6M
Discretionary$132.6M
Non-Disc.$0
Employees5
Clients0
DateSep 2019
Total AUM$109.4M
Discretionary$109.4M
Non-Disc.$0
Employees4
Clients0
DateFeb 2019
Total AUM$109.4M
Discretionary$109.4M
Non-Disc.$0
Employees4
Clients0
DateApr 2018
Total AUM$114.7M
Discretionary$114.7M
Non-Disc.$0
Employees4
Clients0
DateMar 2018
Total AUM$114.7M
Discretionary$114.7M
Non-Disc.$0
Employees4
Clients0
DateJun 2011
Total AUM$35M
Discretionary$35M
Non-Disc.$0
Employees5
Clients--
DateMar 2011
Total AUM$35M
Discretionary$35M
Non-Disc.$0
Employees5
Clients--
DateOct 2010
Total AUM$29.2M
Discretionary$29.2M
Non-Disc.$0
Employees5
Clients--
DateAug 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--