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).
Total Assets Under Management4MILLION
Total Number of Accounts12ACCOUNTS
Average Account Value$333,333
- 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.