Sml Advisory

Sml Advisory (CRD# 275028) is a financial advisory firm headquartered in San Diego, CA. They manage $4,000,000 in 12 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    4
    MILLION
  • Total Number of Accounts
    12
    ACCOUNTS
  • Average Account Value
    $333,333
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
  • Other
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

Financial Advisors at Sml Advisory
Showing 1 - 1 of 1 top financial advisors.
1
Shawn M. Loddy
CRD#: 4178310
2377 Jefferson St, #a, San Diego, CA 92110
28
Wealthminder
score

Shawn Loddy (CRD# 4178310) is an Investment Advisor Representative working at Sml Advisory in San Diego, CA and has over 16 years of experience in the finance industry.

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