Sml Advisory (CRD# 275028) is a financial advisory firm headquartered in San Diego, CA. They manage $900,000 in 10 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management1MILLION
Total Number of Accounts10ACCOUNTS
Average Account Value$90,000
- A percentage of assets under your management
- Hourly charges
- Performance-based fees
- Portfolio management for individuals and/or small businesses
Shawn Loddy (CRD# 4178310) is an Investment Advisor Representative working at Sml Advisory in San Diego, CA and has over 17 years of experience in the finance industry.