Chas. P. Smith & Associates, Pa, Cpa's is a large advisory firm based in Lakeland. It manages $1.16 billion of regulatory assets for 4,831 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdictions of Alabama, Arizona, California, and 13 other states.
Chas. P. Smith & Associates, Pa, Cpa's provides financial planning services, portfolio management for individuals and small businesses, and educational seminars and workshops. 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 Chas. P. Smith & Associates, Pa, Cpa's is $1.16 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 351% 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 Chas. P. Smith & Associates, Pa, Cpa's for their services and products based on a percentage of assets under management, hourly charges, 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.
The firm provides services to individuals, charitable organizations, high net worth individuals, corporations or other businesses, pension and profit sharing plans, and state or municipal government entities. The largest group of clients of Peter Charles Golotko is individuals with 4,437 clients and $833.93 million of assets under management. Among the 8 most similar advisory firms, Chas. P. Smith & Associates, Pa, Cpa's has the highest percentage of individuals out of all clients.
The amount of regulatory assets under management is $1.16 billion for 4,831 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Chas. P. Smith & Associates, Pa, Cpa's doesn't advise any private funds.
The company employs 14 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. 14 employees are registered as investment adviser representatives with the state securities authorities.
There are 15 people with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Peter Charles Golotko has been acting as President since 1 Jan 1998. Michael Aaron Riskin joined the executive team most recently as the Treasurer/Director.
The principal office where Chas. P. Smith & Associates, Pa, Cpa's performs its advisory services is located at 205 East Orange Street #310, Lakeland, FL 33801, which is also the mailing address of the firm. An additional office of the firm is in The Villages, FL. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 863-688-1725 or by fax 888-972-5548. The normal business hours are 8:00am - 5:00pm on Monday - Friday. You can find more information about the New York firm at cpalliance.com.