SMITH MOORE & COMPANY . Overview
Smith Moore & Company . is an investment advisor that manages 504.7 MM dollars in regulatory AUM and has 52 employees, of which 34 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/13 to 06/30/21. The fund's latest filing disclosed 663MM in positions, representing 131% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/13 to 06/30/21. The fund's latest filing disclosed 663MM in positions, representing 131% of the manager's regulatory AUM.
SMITH MOORE & COMPANY . StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
SMITH MOORE & COMPANY . Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| VTI | 6.2% | ETF | 3.39% | -0.04% | 0 | 0% | ||
| IVV | 4.2% | ETF | 4.07% | -0% | 0 | 0% | ||
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FEATURED IN
SMITH MOORE & COMPANY . Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Harry Hill Langenberg | Senior Vp | May-2011 |
| Philip Henry Plack | Executive Vice President | June-1996 |
| Timothy Eugene Schulte | Chairman Of The Board, Director | January-2010 |
| Stewart James Jr Deutsch | President, Chief Exective Officer, Director | January-2003 |
| Thomas Anthony Jr Gonsalves | Secretary, Director | August-2010 |
| Donna Elizabeth Frederick | Chief Operating Officer, Director | January-2010 |
| Donna Lea Hufendick | Finop | April-2004 |
| Julianne Catherine Iwersen-Niemann | Vice President | November-2010 |
| Gregory Warren Golden | Vice President | March-2011 |
| Linda W Sullivan | Chief Compliance Officer | May-2011 |
| Kent Charles Schmidt | Executive Vice President, Director | May-2011 |
SMITH MOORE & COMPANY . Brokers, Custodians, Auditors and Administrators
| Type | Company |
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SMITH MOORE & COMPANY . Investment Strategy
SMITH MOORE & COMPANY . Portfolio Concentration
SMITH MOORE & COMPANY . Location
7777 BONHOMME AVENUE
SUITE 2400
CLAYTON, Missouri
UNITED STATES, 63105
SUITE 2400
CLAYTON, Missouri
UNITED STATES, 63105
SMITH MOORE & COMPANY . Contact Information
Phone Number: 314-727-5225
Fax Number: 314-863-8342
Website: https://www.smithmoore.com
Fax Number: 314-863-8342
Website: https://www.smithmoore.com
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