Adam Smith Family Advisors, LLC (Minnetonka)
Adam Smith Family Advisors, LLC is a large advisory firm based in Minnetonka. It manages $119.97 million of regulatory assets for 251 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdictions of Minnesota and Texas.
Adam Smith Family Advisors provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, pension consulting services, and market timing services. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
Adam Smith Family Advisors: assets under management
The assets under management (AUM) of Adam Smith Family Advisors, LLC is $119.97 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 11720% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
Fees & Commissions
The advisory firm has several streams of revenue. Clients pay Adam Smith Family Advisors, LLC for their services and products based on a percentage of assets under management, hourly charges, and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Careers at Adam Smith Family Advisors, LLC
Kevin James O'connor has been acting as President since 1 Jul 2009. Keith Norman Tufte has served as the Chief Investment Officer since 1 Aug 2009. Gordon Fairchild Stofer joined the executive team most recently as the Member.
Direct owners and executive officers
Indirect Owners
The SEC currently registers 3 indirect owners.Based in Minnetonka
The principal office where Adam Smith Family Advisors, LLC performs its advisory services is located at 301 Carlson Parkway, Minnetonka, MN 55305, 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 952-893-9012 or by fax 952-893-9036. The normal business hours are 8:00 a.m. to 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.cherrytree.com.
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