Smf Financial Advisors, LLC is a large advisory firm based in Clifton. It manages $590.2 million of regulatory assets for 1,181 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdictions of California, Connecticut, Florida, and 6 other states.
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.
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 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. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
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.