Smith & Howard Wealth Management LLC

Smith & Howard Wealth Management es una empresa de responsabilidad limitada con sede en Georgia que ha sido aprobada por la SEC desde agosto de 1999. Esta firma opera con un pequeño equipo de ocho empleados, seis de los cuales son asesores, y ofrece su experiencia financiera a dos clientes. El compromiso de Smith & Howard Wealth Management con la excelencia profesional y el cumplimiento normativo se evidencia en su continua aprobación de la SEC.

• SMITH & HOWARD HOLDING, LLC

  ELECTED MANAGER posee 75% o más

• TIMOTHY FAIR AGNEW

  PRESIDENT, CHIEF COMPLIANCE OFFICER posee menos de 5%

• DEBBIE ROSNER TORRANCE

  MEMBER

• JASON SEAN SPITZER

  MEMBER

• JOHN WILLIAM LUCHT

  MEMBER

• MARC A AZAR

  MEMBER

• MARK EDWARD ABRAMS

  MEMBER

• MARVIN H WILLIS

  MEMBER

• MELISSA L HORNE

  MEMBER

• PAUL ADKINSON

  MEMBER

• SEAN C TAYLOR

  MEMBER

• TIMOTHY FAIR AGNEW

  MEMBER

• Roark Capital Management LLC
• NOVA Wealth Management Group LLC
• Peachcap TAX & Advisory LLC
• Benedict Financial Advisors Inc
• Invesco Advisers Inc
• Resource Planning Group Ltd
• Cahaba Wealth Management Inc
• SARD Wealth Management Group LLC
• Gratus Capital LLC
• Family Office Partners Inc

• Navigating the Tides of Change: Smith & Howard's Investment Strategy Evolution from Q4 2023 to Q1 2024
• Smith & Howard Wealth Management, LLC Q2 2023 vs. Q3 2023 13F Holdings Comparison
• Smith & Howard Wealth Management, LLC Q1 2023 vs. Q2 2023: A Comprehensive Analysis of 13F Holdings
• Smith & Howard Wealth Management's 13F Holdings: Q4 2022 vs. Q1 2023

• VANGUARD INDEX FDS TOTAL STK MKT $77,452k
• ISHARES TR $29,159k
• VANGUARD SCOTTSDALE FDS $19,966k
• VANGUARD MALVERN FDS $17,604k
• FISERV INC $11,764k
• VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF $9,228k
• Berkshire Hathaway, Inc. $8,008k
• BLACKBAUD INC $6,826k
• ISHARES $5,822k
• SELECT SECTOR SPDR $5,021k