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Building 2SPERO-SMITH INVESTMENT ADVISERS, INC.

Map pinCLEVELAND, OH
Phone216-464-6266
NotebookSEC #801-20893
Total AUM
$810.1M
Employees
15
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
50 PUBLIC SQUARE
TERMINAL TOWER, SUITE 2700
CLEVELAND
OH 44113
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
216-464-6266

ReceiptFinancials

Total AUM
$810.1M
Accounts
1,640
Discretionary
$794.1M
Accounts
1,552
Non-Discretionary
$16M
Accounts
88

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
COFLMANCOHPATX

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

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