L.G. Smith Financial Services

RIAState Registered
Total AUM
—
Avg account
$0
Accounts
0
Employees
2
Advisory reps
2

Firm details

Headquarters
Long Beach, California
CRD number
135994
Website
lgstax.com
Fee structure
Other

Firm profile

FINTRX

Overview

L.G. Smith Financial Services is organized as a partnership and operates as an independent registered investment adviser in California. The firm’s primary business activity and industry affiliation are listed as accounting; ownership is identified as an individual. Its fee arrangement is categorized as “Other,” and the firm is not described as a capital allocator, pension consultant, or related adviser. The profile does not indicate multi-state advisory activity or an active ESG investing stance.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

2 of 2
  • John Campbell

    Managing PartnerCRD 5042314

  • J. Murray Smith

    Certified Public AccountantCRD 8020700

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Long Beach, CA

Los Angeles

Location

Long Beach, CA

Headquartered in Long Beach, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
Los Angeles
Address
4017 E 7th St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth