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SMP ASSET MANAGEMENT, LLC

· CRD 162653 · IAPD ↗ · smplp.com · 914-833-0875

$255.4MRegulatory AUM
1Advisory reps
2Employees
0Clients
n/aPlanning clients
1Private funds
0States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

50
April 2025 — SMP ASSET MANAGEMENT, LLC reported RAUM up 40% ($200.4M -> $280.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
30
April 2024 — SMP ASSET MANAGEMENT, LLC moved its main office from LARCHMONT, NY to PURCHASE, NY.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.