Smith Chas P & Associates P A Cpas (Lakeland)

Name: Smith Chas P & Associates P A Cpas
Address: 1509 South Florida Avenue, Lakeland, FL, 33803
Telephone: 863- 688-1725

Smith Chas P & Associates P A Cpas is a large advisory firm based in Lakeland. It manages $356.63 million of regulatory assets for 1,459 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Florida, Georgia, Illinois, and 7 other states.

Smith Chas P & Associates P A Cpas provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, 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.

Smith Chas P & Associates P A Cpas: assets under management

The assets under management (AUM) of Smith Chas P & Associates P A Cpas is $356.63 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -11% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $356.63 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $244.44 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Smith Chas P & Associates P A Cpas for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Smith Chas P & Associates P A Cpas

Peter Charles Golotko has been acting as President since 1 Jan 1998. James Luffman joined the executive team most recently as the Secretary/Director.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Charles Smith	President/director	1 Nov 1980	50% - 75%	2214693
Frank Ashley	Vice president/director	1 Nov 1980	25% - 50%	2578195
James Luffman	Secretary/director	1 Jan 1996	Other	2578257
Peter Charles Golotko	Treasurer/director	1 Jan 1998	Other	3032495

Based in Lakeland

The principal office where Smith Chas P & Associates P A Cpas performs its advisory services is located at 1509 South Florida Avenue, Lakeland, FL 33803, 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 863- 688-1725 or by fax 863-688-0692. The normal business hours are 8:00am - 5:00pm on Monday - Friday. You can find more information about the New York firm at www.cpalliance.com.