Smith Bruer

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Smith Bruer — overview

Assets Under Management

Type

Wealth Manager

Location

Tallahassee, FL, US

Alternative Asset Classes

-

About

Smith Bruer is a US-based wealth manager. The services it provides include financial planning, estate planning, investment management, tax planning, asset management, retirement planning, charitable planning, and portfolio management. The services are offered to individuals, high-net-worth individuals, charitable organizations, corporations, and other businesses on discretionary and non-discretionary basis.

Smith Bruer - known decision makers (6)

Contact NamePositionLocationEmailTelephoneAsset Class
Chief Compliance Officer and Financial Advisor & Head of Institutional RetirementTallahassee, USGEN
Co-Chief Executive Officer and Financial AdvisorTallahassee, USGEN
Co-Chief Executive Officer and Financial AdvisorTallahassee, USGEN
Co-Chief Executive Officer, Financial AdvisorTallahassee, USGEN
Financial Planning AssociateTallahassee, USGEN

Showing 5 of 6 known decision makers Smith Bruer

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