STEPHEN SMITH FINANCIAL INC.
Total AUM
$129M
Employees
4Clients
160Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
1701 EAST WOODFIELD ROAD
SUITE 810
SCHAUMBURG
IL 60173
United States
SUITE 810
SCHAUMBURG
IL 60173
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Monday - Friday
Phone
847-337-1022
Financials
Total AUM
$129M
Accounts
458Discretionary
$129M
Accounts
458Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
160AUM
$129M
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
ILTX
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.