M. J. Smith And Associates
M. J. Smith And Associates (CRD# 110919) is a financial advisory firm headquartered in Greenwood Village, CO. They manage $886,126,991 in 1,784 accounts and serve the financial needs of clients across 8 states (or territories).
Current Firm Details
M. J. Smith And Associates
By the Numbers
-
Total Assets Under Management886MILLION
-
Total Number of Accounts1,784ACCOUNTS
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Average Account Value$496,708
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AZ, CA, CO, FL, IL, TX, UT, WA
Financial Advisors at M. J. Smith And Associates
No Advisor Found.
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