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Building 23FOURTEEN & SMI ADVISORY SERVICES, LLC

Map pinCOLUMBUS, IN
Phone800-796-4975
NotebookSEC #801-130295
Total AUM
$723M
Employees
6
Clients
2

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4400 RAY BOLL BLVD.
COLUMBUS
IN 47203
United States
Operating Hours
9AM TO 5PM
Monday - Friday
Phone
800-796-4975

ReceiptFinancials

Total AUM
$723M
Accounts
2
Discretionary
$723M
Accounts
2
Non-Discretionary
$0
Accounts
0

ContactClients

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Investment Company Clients
2
AUM
$723M

Briefcase businessServices

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Services Offered
Company Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLIN

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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