We are a forward-thinking financial advisory firm that provides individualized guidance and an elevated standard of care to a select group of aviation professionals, high net-worth families, and businesses, both locally and around the country. Our mission is to be the trusted financial steward for each of our clients. We accomplish this by drawing on decades of experience, embodying passion for service, and leveraging the creative resources of our diverse and talented team. Why Choose Us? Our comprehensive planning process provides our clients with clarity and confidence around their preparedness for the future Our clients find comfort in the conservative approach we take, knowing we have a genuine interest in their goals and will use every ounce of our ability and resources to get the job done Our clients feel confident in a secure future due to our diligent collaboration and aligned values. We consistently strive to exceed our clients’ expectations. Securities offered through Purshe Kaplan Sterling Investments (PKS). Member FINRA/SIPC. Headquartered at 80 State Street, Albany NY 12207. Products purchased through PKS are Not FDIC Insured-May Lose Value – Are Not Guaranteed by any Bank – Are Not A Deposit – Are Not Insured by any Federal or State Government Agency.
View Top Employees from Smith Anglin FinancialWebsite | http://www.smithanglin.com |
Revenue | $5 million |
Employees | 40 (40 on RocketReach) |
Founded | 2001 |
Address | 14755 Preston Rd Ste 700, Dallas, Texas 75254, US |
Phone | (972) 267-1244 |
Fax | (972) 267-1243 |
Technologies |
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Industry | Financial Services, Finance General, Finance |
Competitors | HBKS Wealth Advisors, Horizon Wealth Advisors, Poulos Advisors, Inc. |
SIC | SIC Code 628 Companies, SIC Code 62 Companies |
NAICS | NAICS Code 52 Companies, NAICS Code 523 Companies, NAICS Code 52393 Companies, NAICS Code 5239 Companies |
Looking for a particular Smith Anglin Financial employee's phone or email?
The Smith Anglin Financial annual revenue was $5 million in 2024.
Weston Pollock is the Managing Partner of Smith Anglin Financial.
40 people are employed at Smith Anglin Financial.
Smith Anglin Financial is based in Dallas, Texas.
The NAICS codes for Smith Anglin Financial are [52, 523, 52393, 5239].
The SIC codes for Smith Anglin Financial are [628, 62].