Smc Portfolio Mangement

Smc Portfolio Mangement (CRD# 143850) is a financial advisory firm headquartered in Loveland, OH. They manage $5,500,000 in 78 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
10663 Loveland Madeira Road, #258, Loveland, OH 45140
By the Numbers
  • Total Assets Under Management
    6
    MILLION
  • Total Number of Accounts
    78
    ACCOUNTS
  • Average Account Value
    $70,513
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
The map below shows states where this firm has explicit registration only.

OH

Financial Advisors at Smc Portfolio Mangement
Showing 1 - 1 of 1 top financial advisors.
1
James Johnson, financial advisor Loveland OH
James T. Johnson
CRD#: 1437481
10663 Loveland Madeira Road, #258, Loveland, OH 45140

James Johnson (CRD# 1437481) is an Investment Advisor Representative working at Smc Portfolio Mangement in Loveland, OH and has over 26 years of experience in the finance industry.

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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