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SMARR FINANCIAL SERVICES INC.
CRD 142540
260 PEACHTREE ST NW, SUITE 2200, ATLANTA, GA, 30303, United States
Phone
404-601-2815
Fax
678-489-4967
Registration
— (—)
Source
State registered
Total AUM
$45.8M
Discretionary AUM
$45.8M
Team
1 total employees; 1 advisory reps; 75 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-02-21
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 71 | $45.0M |
| High net worth individuals | 4 | $813K |
All web addresses on file
Official SEC filing: View on IAPD