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
Smc Portfolio Mangement
By the Numbers
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Total Assets Under Management6MILLION
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Total Number of Accounts78ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
OH
Financial Advisors at Smc Portfolio Mangement
1
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.
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