SMITH FINANCIAL INVESTMENT ADVISORS, INC.
Tel: 765-459-4111 1830 S. Plate St. Kokomo, Indiana 46902
About SMITH FINANCIAL INVESTMENT ADVISORS, INC.
SMITH FINANCIAL INVESTMENT ADVISORS, INC. is a Kokomo, Indiana based financial advisory firm with nearly $332,832,586 in assets under management and provides investment advisory services for 594 clients. There are currently 5 financial advisors at the firm.
General Information
Firm CRD#:
154022
Firm SEC#:
801-71492
Assets Under Management:
$332,832,586
No. of Clients:
594
Advisory Services Provided:
Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
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