Smith, Brown & Groover, Inc. (Macon)
Smith, Brown & Groover, Inc. Is a Large Advisory Firm Based in Macon. It Manages $109 Million of Regulatory Assets for 422 Client Accounts. It Has Been...
Smith, Brown & Groover, Inc. is a large advisory firm based in Macon. It manages $109 million of regulatory assets for 422 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of District of Columbia, Georgia, North Carolina, Ohio, and Tennessee.
Smith, Brown & Groover provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and free trust & estate planning. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
Smith, Brown & Groover: assets under management
The assets under management (AUM) of Smith, Brown & Groover, Inc. is $109 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 203% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The firm manages $109 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $258.29 thousand each.
Investments
The firm invests in exchange traded securities the most. They account for 89% of the total AUM. The second-largest asset type is cash and cash equivalents, which make up 11% of the firm’s portfolio.
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