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Amundi Smith Breeden

280 South Mangum, Suite 301
Durham, North Carolina 27701
United States
 
Contact :      Grace Lynch
Phone :       919-967-7221
Fax :             919-933-3356
Email :         PerformanceInquiries@amundismithbreeden.com
Web :           http://https://www.amundismithbreeden.com

Amundi Smith Breeden Information

Type of organization : S Corporation
Total Assets Managed ($Mil) : $6,398
Tax-Exempt Managed ($Mil) : $6,415
Taxable Assets Managed ($Mil) : $817
Year Founded : 1982
Wrap Programs Offered? : No
# of Accounts Managed : 34
In-House Research : 90 %
Carries liability insurance? : Yes
Errors & Omission Insurance? : Yes
Socially Responsible? : Yes
Minority Owned? : No
Wrap Program Description  
In $ Thousands

Amundi Smith Breeden History

Amundi Smith Breeden was formed on September 30, 2013 when Smith Breeden Associates, Inc. converted from a Kansas subchapter S corporation to a Delaware Limited Liability company and changed its name. Amundi Smith Breeden is 100% owned by Amundi USA, Inc. Prior to the acquisition by Amundi, Smith Breeden Associates was owned by employees, directors, and former employees and directors.

Assets by Client Category Professional Categories
Assets   # of Clients Amount ($Mil)  
Individuals/Trusts :
 
Limited Partnership :
 
Foundations :
ERISA :
Unions, Taft-Hartley :
Public :
Others :
Total # of Professional : 66 Analysts : 6
Portfolio Managers : 12 Traders : 3
Client Service : 11 Operation : 16

Amundi Smith Breeden Personnel

Mr.  Stephen Eason, CFA

Client Contact
Tel : 919-967-7221
Email: season@smithbreeden.com

Mr.  Dan Dektar

Portfolio Manager
Tel : 919-967-7221
Email: ddektar@smithbreeden.com
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Ms.  Data Base Contact

Client Contact
Tel : 919-967-7221
Email: ClientService@amundismithbreeden.com

Mr.  Data Base Contact 2

Client Contact
Tel : 919-967-7221
Email: PerformanceInquiries@amundismithbreeden.com

Mr.  Dean Freking

Data Preparer
Tel : 6177427826
Email: DeanFreking@amundismithbreeden.com

Amundi Smith Breeden Product Name

Mortgage Index Plus:Privately Managed Accounts
Core Fixed Income:Privately Managed Accounts
Agency MBS:Privately Managed Accounts
High Credit Quality Short Duration:Privately Managed Accounts
Securitized Credit Opportunities:Privately Managed Accounts
Expanded Core:Privately Managed Accounts
Intermediate Core:Privately Managed Accounts
Report Created: September,25 2018.  Copyright Money Manager Review , All rights Reserved.
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