Smith Financial Advisors Inc.
Smith Financial Advisors Inc. (CRD# 138989) is a financial advisory firm headquartered in Wheaton, IL. They manage $11,800,000 in 49 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management12MILLION
Total Number of Accounts49ACCOUNTS
Average Account Value$240,816
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Mark Smith (CRD# 2699479) is an Investment Advisor Representative working at Smith Financial Advisors Inc. in Wheaton, IL and has over 21 years of experience in the finance industry.