Sml Advisory

Sml Advisory (CRD# 275028) is a financial advisory firm headquartered in , . They manage $357,000 in 13 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    13
    ACCOUNTS
  • Average Account Value
    $27,462
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, NM

Financial Advisors at Sml Advisory
Showing 1 - 1 of 1 top financial advisors.
1
Shawn M. Loddy
CRD#: 4178310
Rio Rancho, NM

Shawn Loddy (CRD# 4178310) is an Investment Advisor Representative working at Sml Advisory in Rio Rancho, NM and has over 23 years of experience in the finance industry.

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