SMITH BROTHERS FINANCIAL, LLC
CRD #322951 SEC #801-126687 GLASTONBURY, CT (800) 426-6946
SEC Registered
Total AUM
$999.2M
Discretionary
$222.2M
Employees
8
Clients
10
Accounts
448
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $999.2M | $222.2M | $776.9M | 8 | 0 |
| Jun 2025 | $999.2M | $222.2M | $776.9M | 8 | 0 |
| Mar 2025 | $999.2M | $222.2M | $776.9M | 8 | 0 |
| Jan 2025 | $846.5M | $153.9M | $692.6M | 8 | 0 |
| Mar 2024 | $846.5M | $153.9M | $692.6M | 8 | 0 |
| May 2023 | $498M | $70.6M | $427.4M | 7 | 0 |
| Feb 2023 | $498M | $70.6M | $427.4M | 7 | 0 |
| Jan 2023 | $498M | $70.6M | $427.4M | 7 | 0 |
| Jan 2023 | $0 | $0 | $0 | 8 | 0 |
| Oct 2022 | $0 | $0 | $0 | 7 | 0 |
| Sep 2022 | $0 | $0 | $0 | 9 | 0 |
| Sep 2022 | $0 | $0 | $0 | 9 | 0 |
| Sep 2022 | $0 | $0 | $0 | 9 | 0 |
DateJun 2025
Total AUM$999.2M
Discretionary$222.2M
Non-Disc.$776.9M
Employees8
Clients0
DateJun 2025
Total AUM$999.2M
Discretionary$222.2M
Non-Disc.$776.9M
Employees8
Clients0
DateMar 2025
Total AUM$999.2M
Discretionary$222.2M
Non-Disc.$776.9M
Employees8
Clients0
DateJan 2025
Total AUM$846.5M
Discretionary$153.9M
Non-Disc.$692.6M
Employees8
Clients0
DateMar 2024
Total AUM$846.5M
Discretionary$153.9M
Non-Disc.$692.6M
Employees8
Clients0
DateMay 2023
Total AUM$498M
Discretionary$70.6M
Non-Disc.$427.4M
Employees7
Clients0
DateFeb 2023
Total AUM$498M
Discretionary$70.6M
Non-Disc.$427.4M
Employees7
Clients0
DateJan 2023
Total AUM$498M
Discretionary$70.6M
Non-Disc.$427.4M
Employees7
Clients0
DateJan 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees8
Clients0
DateOct 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees7
Clients0
DateSep 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees9
Clients0
DateSep 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees9
Clients0
DateSep 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees9
Clients0