SMITH FINANCIAL INVESTMENT ADVISORS, INC. - Financial Advisor in Indiana, Kokomo

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

No. of Advisors:

Advisory Services Provided:

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pesnsion consulting services, Selection for other advisors

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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