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JOEL SMITH & ASSOCIATES, LLC
CRD 139972
3350 RIVERWOOD PARKWAY SE, SUITE 1900, ATLANTA, GA, 30339, United States
Phone
678-627-8300
Fax
678-659-9464
Registration
— (—)
Source
State registered
Total AUM
$18.7M
Discretionary AUM
$16.4M
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 41 | $16.9M |
| Charitable organizations | 6 | $1.8M |
All web addresses on file
Official SEC filing: View on IAPD