Smith Financial Investment Advisors, Inc.
Smith Financial Investment Advisors, Inc. (CRD# 154022) is a financial advisory firm headquartered in Kokomo, IN. They manage $332,832,586 in 594 accounts and serve the financial needs of clients across 2 states (or territories).
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Total Assets Under Management333MILLION
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Total Number of Accounts594ACCOUNTS
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Average Account Value$560,324
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
FL, IN
Aaron Smith (CRD# 4233192) is an Investment Advisor Representative working at Smith Financial Investment Advisors, Inc. in Kokomo, IN and has over 23 years of experience in the finance industry.
Richard Smith (CRD# 1353025) is an Investment Advisor Representative working at Smith Financial Investment Advisors, Inc. in Kokomo, IN and has over 38 years of experience in the finance industry.
Blake Brutus (CRD# 7238751) is an Investment Advisor Representative working at Smith Financial Investment Advisors, Inc. in Kokomo, IN and has over 3 years of experience in the finance industry.