Smith Company Financial Advisors / Fusion Funds

Smith Company Financial Advisors / Fusion Funds (CRD# 125488) is a financial advisory firm headquartered in Buffalo, WY. They serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Market timing services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Smith Company Financial Advisors / Fusion Funds
Showing 1 - 2 of 2 top financial advisors.
1
Craig A. Netzley
CRD#: 4176926
Chino Hills, CA

Craig Netzley (CRD# 4176926) is an Investment Advisor Representative working at Smith Company Financial Advisors / Fusion Funds in Chino Hills, CA and has over 23 years of experience in the finance industry.

2
Aaron J. Smith
CRD#: 4129234
Chino Hills, CA

Aaron Smith (CRD# 4129234) is an Investment Advisor Representative working at Smith Company Financial Advisors / Fusion Funds in Chino Hills, CA and has over 23 years of experience in the finance industry.

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