Mbah Insurance

Mbah Insurance (CRD# 169140) is a financial advisory firm headquartered in Lafayette, IN. They manage $1,100,000 in 1 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    1
    MILLION
  • Total Number of Accounts
    1
    ACCOUNTS
  • Average Account Value
    $1,100,000
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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.

IN

Financial Advisors at Mbah Insurance
Showing 1 - 1 of 1 top financial advisors.
1
Jay G. Smith
CRD#: 1353803
2663 Duncan Road, Lafayette, IN 47904
93
Wealthminder
score

Jay Smith (CRD# 1353803) is an Investment Advisor Representative working at Mbah Insurance in Lafayette, IN and has over 31 years of experience in the finance industry.

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