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).
Total Assets Under Management3MILLION
Total Number of Accounts12ACCOUNTS
Average Account Value$224,831
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
David Smith (CRD# 1402553) is an Investment Advisor Representative working at Smith Investment Management in Napoleon, OH and has over 28 years of experience in the finance industry.