K P Smith Asset Management

K P Smith Asset Management (CRD# 106428) is a financial advisory firm headquartered in Omaha, NE. They manage $51,794,307 in 239 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    52
    MILLION
  • Total Number of Accounts
    239
    ACCOUNTS
  • Average Account Value
    $216,713
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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
  • Publication of periodicals or newsletters
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

IA, NE

Financial Advisors at K P Smith Asset Management
Showing 1 - 1 of 1 top financial advisors.
1
Keith P. Smith
CRD#: 734245
9910 N 48th Street, Suite 112, Omaha, NE 68152
93
Wealthminder
score

Keith Smith (CRD# 734245) is an Investment Advisor Representative working at K P Smith Asset Management in Omaha, NE and has over 35 years of experience in the finance industry.

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