Smith Anglin Financial

  • Financial Services
  • Dallas TX
  • 38 employees
  • Investment Management
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Company Overview

Headquarters
14755 Preston Rd Ste 700, Dallas TX
Website
smithanglin.com
Phone
(972) 267-1244
Employees
38
Founded in
2001
Industry
Financial Services
NAICS Code
NAICS Code 523 Companies
NAICS Code 52393 Companies
NAICS Code 5239 Companies
NAICS Code 52 Companies
SIC Code
SIC Code 62 Companies
SIC Code 628 Companies
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Financials & Stats

Revenue

$5B

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Who is Smith Anglin Financial

Smith Anglin Financial is a financial advisory firm located in Dallas, Texas. The company employs 38 individuals and generates approximately $5 million in annual revenue. Smith Anglin Financial specializes in providing individualized financial guidance to aviation professionals, high net-worth families, and businesses. Their services encompass comprehensive financial planning, designed to equip clients with clarity and confidence regarding their future preparedness. The firm distinguishes itself through its conservative approach, prioritizing client goals and employing all resources to achieve desired outcomes. Smith Anglin Financial emphasizes diligent collaboration and shared values, consistently striving to exceed client 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.

Company Leadership

Rex Moxley

Managing Partner

Phone Email
Chris Lott

Managing Partner

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Steve Anglin

Managing Partner

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Smith Anglin Financial Industry Tags

Wealth and Investment Management for individuals and small business
Investment Bank/Securities Brokerage
Financial Advisory Services
Financial Services
Investment Banking Asset Management
Finance
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Smith Anglin Financial Tech Stack

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PHP
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FAQ

What is the location of Smith Anglin Financial's headquarters?
The headquarters of Smith Anglin Financial are situated at 14755 Preston Rd Ste 700, Dallas TX
What is Smith Anglin Financial's phone number?
Smith Anglin Financial's contact number is (972) 267-1244.
What is Smith Anglin Financial's official website?
The official website of Smith Anglin Financial can be found at smithanglin.com.
What is Smith Anglin Financial's current revenue?
As of October 2016, Smith Anglin Financial's annual revenue reached $5B.
How many employees does Smith Anglin Financial currently have?
Smith Anglin Financial employs approximately 38+ people as of October 2016
Which industries is Smith Anglin Financial primarily operating in?
Smith Anglin Financial operates in the following industries: Credit, Finance, Investment Management
Who is the Managing Partner of Smith Anglin Financial?
Smith Anglin Financial's Managing Partner is Rex Moxley
What are Smith Anglin Financial's industry tags?
Smith Anglin Financial's industry tags include: Wealth and Investment Management for individuals and small business, Investment Bank/Securities Brokerage, Financial Advisory Services
When was Smith Anglin Financial founded?
Smith Anglin Financial was founded in 2001.

Employee Directory

Key Employees

Weston Pollock

Managing Partner

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Dan Drummond

Financial Advisor

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Debbie Selvidge

Director of Operations

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Cheryl Cicero

Operations

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Lori Snowden

Marketing Specialist

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