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Smith Benj A & Associates Ltd (Holland)


Smith Benj A & Associates Ltd is a large advisory firm based in Holland. It manages $422.74 million of regulatory assets for 390 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Florida and Michigan.

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Smith Benj A & Associates provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Smith Benj A & Associates: assets under management

The assets under management (AUM) of Smith Benj A & Associates Ltd is $422.74 million. The firm's AUM has grown by 82% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $420.35 million in discretionary accounts and $2.38 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.09 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $595.92 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Smith Benj A & Associates Ltd for their services and products based on a percentage of assets under management and hourly charges. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Holland

The principal office where Smith Benj A & Associates Ltd performs its advisory services is located at 106 East 8 Th Street, Holland, MI 49423, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 616-396-0119 or by fax 616-396-2381. The normal business hours are 8:30 a.m.-5:00 p.m. on Monday - Friday. You can find more information about the New York firm at smithinvestments.com.


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