SMI ADVISORY SERVICES, LLC
Columbus, Indiana
SMI Advisory Services, LLC is a reputable investment advisory firm based out of Columbus, IN. With over 850 individual clients and more than $668,000,000 in assets under management, they have established themselves as a trusted partner in wealth management. The firm operates from a single office and focuses on providing personalized investment advisory services.
Serving both employer 401Ks and individual clients, SMI Advisory Services possesses extensive expertise in this specialized area. All of the assets they manage are discretionary, allowing them to make informed investment decisions on behalf of their clients. The compensat...
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Assets Under Mgmt
$668M
Investment Professionals
4
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Services Provided Section
Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Articles
Articles
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