Smith Associates, LLC
Smith Associates, LLC (CRD# 142408) is a financial advisory firm headquartered in Holland, MI. They manage $8,257,527 in 1 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management8MILLION
Total Number of Accounts1ACCOUNTS
Average Account Value$8,257,527
- A percentage of assets under your management
- Hourly charges
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)
Melissa Secor (CRD# 2786743) is an Investment Advisor Representative working at Smith Associates, LLC in Holland, MI and has over 21 years of experience in the finance industry.
Benjamin Smith (CRD# 1501768) is an Investment Advisor Representative working at Smith Associates, LLC in Holland, MI and has over 24 years of experience in the finance industry.