Alloy Financial Services

Alloy Financial Services (CRD# 304819) is a financial advisory firm headquartered in Rexburg, ID. They manage $5,638,365 in 58 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
15 W Main Street, Rexburg, ID 83440
https://www.linkedin.com/company/alloy-financial-services.
By the Numbers
  • Total Assets Under Management
    6
    MILLION
  • Total Number of Accounts
    58
    ACCOUNTS
  • Average Account Value
    $97,213
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

ID, UT

Financial Advisors at Alloy Financial Services
Showing 1 - 1 of 1 top financial advisors.
1
Scott Smith, financial advisor Rexburg ID
Scott B. Smith
CRD#: 6447981
15 West Main Street, Rexburg, ID 83440

Scott Smith (CRD# 6447981) is an Investment Advisor Representative working at Alloy Financial Services in Rexburg, ID and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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