Smith Associates, LLC

Smith Associates, LLC (CRD# 142408) is a financial advisory firm headquartered in Holland, MI. They manage $6,843,448 in 1 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    7
    MILLION
  • Total Number of Accounts
    1
    ACCOUNTS
  • Average Account Value
    $6,843,448
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • 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)
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.

FL, MI

Financial Advisors at Smith Associates, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Melissa L. Secor
CRD#: 2786743
106 East 8th Street, Suite 100, Holland, MI 49423
93
Wealthminder
score

Melissa Secor (CRD# 2786743) is an Investment Advisor Representative working at Smith Associates, LLC in Holland, MI and has over 20 years of experience in the finance industry.

2
Benjamin A. Smith
CRD#: 1501768
106 East 8th Street, Suite 100, Holland, MI 49423
93
Wealthminder
score

Benjamin Smith (CRD# 1501768) is an Investment Advisor Representative working at Smith Associates, LLC in Holland, MI and has over 23 years of experience in the finance industry.

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