James Smith (CRD# 7326480) is an Investment Advisor Representative working at Asset Allocation Strategies, LLC in Fennville, MI and has over 2 years of experience in the finance industry.
CRD# 6504831
Advisory Alpha, LLC
CRD# 4187403
Stewardship Trust Advisors
CRD# 2030049
Stewardship Trust Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Asset Allocation Strategies, LLC | Farmington, MI | Nov 2021 - Current | 2 |
| Glp Investment Services, LLC | Farmington, MI | Jan 2021 - Current | 3 |
| Glp & Associates, LLC | Farmington, MI | Jun 2020 - Current | 3 |
| Saugatuck Public Schools | Saugatuck, MI | Aug 1997 - Current | 26 |
| Mermaid | Saugatuck, MI | Jun 2002 - Sep 2018 | 16 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2021 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2022 |
- MI
-
Total Assets Under Management627MILLIONS
-
Total Number of Accounts3,756ACCOUNTS
-
Average Account Value$166,864
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AL, AR, CA, CO, FL, GA, ID, IL, IN, LA, MA, MI, MT, NC, NE, OH, OK, SC, TX, VA, WA, WI
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