Smith Financial Advisors Inc.

Smith Financial Advisors Inc. (CRD# 138989) is a financial advisory firm headquartered in Naperville, IL. They manage $13,033,000 in 22 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
2228 W. Ferry Rd., Unit 107, Naperville, IL 60563
By the Numbers
  • Total Assets Under Management
    13
    MILLION
  • Total Number of Accounts
    22
    ACCOUNTS
  • Average Account Value
    $592,409
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

IL

Financial Advisors at Smith Financial Advisors Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Mark Smith, financial advisor Wheaton IL
Mark R. Smith
CRD#: 2699479
1755 South Naperville Road, Suite 100, Wheaton, IL 60187

Mark Smith (CRD# 2699479) is an Investment Advisor Representative working at Smith Financial Advisors Inc. in Wheaton, IL and has over 27 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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