Naismith Wealth Management
Naismith Wealth Management (CRD# 172597) is a financial advisory firm headquartered in , . They manage $5,120,912 in 29 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Naismith Wealth Management
By the Numbers
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Total Assets Under Management5MILLION
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Total Number of Accounts29ACCOUNTS
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Average Account Value$176,583
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
IL
Financial Advisors at Naismith Wealth Management
No Advisor Found.
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