Smc Portfolio Mangement

Smc Portfolio Mangement (CRD# 143850) is a financial advisory firm headquartered in Cincinnati, OH. They manage $4,000,000 in 78 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    4
    MILLION
  • Total Number of Accounts
    78
    ACCOUNTS
  • Average Account Value
    $51,282
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
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.

OH

Financial Advisors at Smc Portfolio Mangement
Showing 1 - 1 of 1 top financial advisors.
1
James T. Johnson
CRD#: 1437481
4757 Cornell Road, Cincinnati, OH 45241
53
Wealthminder
score

James Johnson (CRD# 1437481) is an Investment Advisor Representative working at Smc Portfolio Mangement in Cincinnati, OH and has over 18 years of experience in the finance industry.

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