Sml Advisory
Sml Advisory (CRD# 275028) is a financial advisory firm headquartered in , . They manage $1,277,000 in 14 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Sml Advisory
By the Numbers
-
Total Assets Under Management1MILLION
-
Total Number of Accounts14ACCOUNTS
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Average Account Value$91,214
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Performance-based fees
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, NM
Financial Advisors at Sml Advisory
1
Shawn Loddy (CRD# 4178310) is an Investment Advisor Representative working at Sml Advisory in Rio Rancho, NM and has over 24 years of experience in the finance industry.
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