Smf Financial Advisors, LLC (Clifton)

Smf Financial Advisors provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, and selection of other advisers. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Smf Financial Advisors: assets under management

The assets under management (AUM) of Smf Financial Advisors, LLC is $590.2 million. The firm's AUM has grown by 406% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $578.24 million in discretionary accounts and $11.97 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $499.77 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $498.65 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Smf Financial Advisors, LLC for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 1 indirect owner.

Based in Clifton

The principal office where Smf Financial Advisors, LLC performs its advisory services is located at 855 Valley Road, Clifton, NJ 07013, which is also the mailing address of the firm. An additional office of the firm is in New York, NY. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 973-859-2199 or by fax 973-859-2166. The normal business hours are 9:00am - 5:30pm on Monday - Friday. You can find more information about the New York firm at saxbst.com.

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