Smp Financial Planning, LLC

Smp Financial Planning, LLC (CRD# 315300) is a financial advisory firm headquartered in , . They manage $46,018,403 in 64 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
http://www.poirierfinancial.com
By the Numbers
  • Total Assets Under Management
    46
    MILLION
  • Total Number of Accounts
    64
    ACCOUNTS
  • Average Account Value
    $719,038
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

DC, VA

Financial Advisors at Smp Financial Planning, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Mitchell Poirier, financial advisor Falls Church VA
Mitchell R. Poirier
CRD#: 6238325
Falls Church, VA

Mitchell Poirier (CRD# 6238325) is an Investment Advisor Representative working at Smp Financial Planning, LLC in Falls Church, VA and has over 10 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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