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Building 2K P SMITH ASSET MANAGEMENT

Map pinOMAHA, NE
Phone402-392-0509
NotebookSEC #801-41945
Total AUM
$52M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
9910 N. 48TH ST.
STE 112
OMAHA
NE 68152
United States
Operating Hours
8:00 - 4:30
Monday - Friday
Phone
402-392-0509

ReceiptFinancials

Total AUM
$52M
Accounts
289
Discretionary
$49M
Accounts
269
Non-Discretionary
$3M
Accounts
20

ContactClients

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None reported

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPublications
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
IANE

HandshakeAffiliates

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

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