Messner & Smith

Messner & Smith (CRD# 110428) is a financial advisory firm headquartered in San Diego, CA. They manage $97,069,908 in 93 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    97
    MILLION
  • Total Number of Accounts
    93
    ACCOUNTS
  • Average Account Value
    $1,043,762
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
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.

CA

Financial Advisors at Messner & Smith
Showing 1 - 3 of 3 top financial advisors.
1
John D. Messner
CRD#: 4394142
530 B Street, Suite 300, San Diego, CA 92101
87
Wealthminder
score

John Messner (CRD# 4394142) is an Investment Advisor Representative working at Messner & Smith in San Diego, CA and has 1 year of experience in the finance industry.

2
Ellis C. Smith
CRD#: 4768573
530 B Street, Suite 300, San Diego, CA 92101
87
Wealthminder
score

Ellis Smith (CRD# 4768573) is an Investment Advisor Representative working at Messner & Smith in San Diego, CA and has 1 year of experience in the finance industry.

3
Hubert M. Collins
CRD#: 51215
530 B Street, Suite 300, San Diego, CA 92101
63
Wealthminder
score

Hubert Collins (CRD# 51215) is an Investment Advisor Representative working at Messner & Smith in San Diego, CA and has over 20 years of experience in the finance industry.

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