Smith Advisory
Smith Advisory (CRD# 281663) is a financial advisory firm headquartered in , . They manage $6,500,000 in 4 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Smith Advisory
By the Numbers
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Total Assets Under Management7MILLION
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Total Number of Accounts4ACCOUNTS
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Average Account Value$1,625,000
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.
CA
Financial Advisors at Smith Advisory
1
Christopher Smith (CRD# 3139032) is an Investment Advisor Representative working at Smith Advisory in Orinda, CA and has over 19 years of experience in the finance industry.
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