Smith Investment Management

Smith Investment Management (CRD# 139264) is a financial advisory firm headquartered in Napoleon, OH. They manage $2,697,977 in 12 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    3
    MILLION
  • Total Number of Accounts
    12
    ACCOUNTS
  • Average Account Value
    $224,831
Compensation Options
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
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.

CA, OH

Financial Advisors at Smith Investment Management
Showing 1 - 1 of 1 top financial advisors.
1
David C. Smith
CRD#: 1402553
Napoleon, OH
93
Wealthminder
score

David Smith (CRD# 1402553) is an Investment Advisor Representative working at Smith Investment Management in Napoleon, OH and has over 27 years of experience in the finance industry.

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