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Dempsey Lord Smith
Dempsey Lord Smith was founded in 2007 as a Georgia-based registered investment adviser. It offers advisory services centered on wealth management, financial...
Overview
Dempsey Lord Smith was founded in 2007 as a Georgia-based registered investment adviser. It offers advisory services centered on wealth management, financial planning, and portfolio management. The firm serves a range of clients that includes individuals, high-net-worth individuals, pension funds, and businesses. No specific asset-class allocations, named holdings, or geographic deployment details appear in available records. No recent operational events from the last 24 months are documented. Team size, additional offices, and adjacent vehicles remain unreported. The firm operates as a conventional wealth manager without disclosed hybrid structures, co-investor clubs, or succession arrangements.
General information
Firm type
Bank / Wealth / Trust
Year founded
2007
Location
Region
North America
Country
United States
City
Rome
Corporate office
Rome, United States
Frequently asked questions
Who runs investment decisions at Dempsey Lord Smith?
No named principals or investment committee members are identified in public records.
What client types does Dempsey Lord Smith serve?
The firm advises individuals, high-net-worth individuals, pension funds, and businesses.
Does Dempsey Lord Smith publish AUM figures?
No AUM data is disclosed.
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