
Smith Anglin Financial
Wealth management services for pilots, families, and business owners, managing over $1 billion in assets across 46 states and abroad.
Date | Investors | Amount | Round |
---|---|---|---|
* | N/A | Growth Equity non VC | |
Total Funding | 000k |
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Smith Anglin is a well-established wealth management firm headquartered in Dallas, Texas, with a history dating back to 1967. The firm specializes in providing comprehensive financial stewardship to a select clientele, including pilots, crew members, their families, individuals, and business owners. With a national footprint, Smith Anglin manages over $1 billion in client assets, serving clients in 46 states and internationally. The firm operates on a fiduciary model, ensuring that financial advice is aligned with the clients' needs and values. Smith Anglin's business model revolves around offering personalized wealth management services that cater to life's milestones, helping clients protect and grow their financial legacy. The firm generates revenue through asset management fees and financial advisory services, emphasizing a high standard of care and client satisfaction.
Keywords: wealth management, fiduciary, pilots, asset management, financial advisory, Dallas, legacy protection, client assets, financial stewardship, personalized services.