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Building 2SMITH & ASSOCIATES INVESTMENT MANAGEMENT SERVICES

Map pinHOLLAND, MI
Phone616-396-0119
NotebookSEC #801-41538
Total AUM
$422.7M
Employees
8
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
106 EAST 8TH STREET
HOLLAND
MI 49423
USA
Operating Hours
8:30 A.M.-5:00 P.M.
Monday - Friday
Phone
616-396-0119

ReceiptFinancials

Total AUM
$422.7M
Accounts
390
Discretionary
$420.4M
Accounts
386
Non-Discretionary
$2.4M
Accounts
4

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLMI

HandshakeAffiliates

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

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