Smith & Howard Wealth Management LLC

A Smith & Howard Wealth Management é uma empresa de responsabilidade limitada com sede na Geórgia que foi aprovada pela SEC desde agosto de 1999. Essa empresa opera com uma pequena equipe de oito funcionários, seis dos quais são consultores, e atende a dois clientes com sua expertise financeira. O compromisso da Smith & Howard Wealth Management com a excelência profissional e a conformidade regulatória é evidenciado pela sua contínua aprovação pela SEC.

• SMITH & HOWARD HOLDING, LLC

  ELECTED MANAGER é proprietária 75% ou mais

• TIMOTHY FAIR AGNEW

  PRESIDENT, CHIEF COMPLIANCE OFFICER é proprietária 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

• Wennco LLC
• Retirement Fund Management LLC
• Truewealth LLC
• JOYN Advisors Inc
• Advocacy Wealth Management LLC
• GUTT Financial Management LLC
• Cahaba Wealth Management Inc
• Investors Asset Management of Georgia Inc
• Marco Investment Management LLC
• Capital Investment Advisors LLC

• 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