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Building 2SMI MANAGEMENT & RESEARCH LLC

Map pinDAMARISCOTTA, ME
Phone207-380-5375
NotebookSEC #801-71401
Total AUM
$40M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
15 BELVEDERE RD
DAMARISCOTTA
ME 04543
United States
Operating Hours
9-4
Monday - Friday
Phone
207-380-5375

ReceiptFinancials

Total AUM
$40M
Accounts
127
Discretionary
$38M
Accounts
124
Non-Discretionary
$2M
Accounts
3

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ME

HandshakeAffiliates

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

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