Be advised. This firm is no longer registered.

Messner & Smith

Messner & Smith (CRD# 110428) is a financial advisory firm headquartered in San Diego, CA. They manage $105,292,914 in 91 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
530 B Street, Suite 300, San Diego, CA 92101
http://www.messnersmith.com/
By the Numbers
  • Total Assets Under Management
    105
    MILLION
  • Total Number of Accounts
    91
    ACCOUNTS
  • Average Account Value
    $1,157,065
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
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Messner & Smith
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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