Smi Advisory Services, LLC
Smi Advisory Services, LLC (CRD# 137872) is a financial advisory firm headquartered in Columbus, IN. They manage $777,000,000 in 928 accounts and serve the financial needs of clients across 40 states (or territories).
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Total Assets Under Management777MILLION
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Total Number of Accounts928ACCOUNTS
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Average Account Value$837,284
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
AK, AL, AR, AZ, CA, CO, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, VA, WA, WI
Anthony Ayers (CRD# 2503806) is an Investment Advisor Representative working at Smi Advisory Services, LLC in Columbus, IN and has over 29 years of experience in the finance industry.
Eric Collier (CRD# 5052172) is an Investment Advisor Representative working at Smi Advisory Services, LLC in Candler, NC and has over 24 years of experience in the finance industry.
Bryce Fathauer (CRD# 6322824) is an Investment Advisor Representative working at Smi Advisory Services, LLC in Columbus, IN and has over 9 years of experience in the finance industry.
Sandra Morrison (CRD# 6113277) is an Investment Advisor Representative working at Smi Advisory Services, LLC in Columbus, IN and has over 11 years of experience in the finance industry.
Paul Wilkin (CRD# 2233449) is an Investment Advisor Representative working at Smi Advisory Services, LLC in Columbus, IN and has over 28 years of experience in the finance industry.
Isaac Jones (CRD# 7792931) is an Investment Advisor Representative working at Smi Advisory Services, LLC in Columbus, IN and has 1 year of experience in the finance industry.