Menu
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...see more
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
Reviews for Smi Advisory Services, Llc
Loading...
This information was provided by Mployer and is based on publicly available information made available by employers, brokers and carriers. While efforts are made to validate and confirm the information, there could be inaccuracies. All information and ratings are based on Mployer’s opinion only and should be one of many factors used when evaluating brokers. If there are any inaccuracies in the information, please reach out to Mployer using the contact us form and we will review your submission and make changes as we deem appropriate.”
Connect with a local financial advisor
By requesting information, Mployer will connect you with a broker in your market that specializes with employers in your size and industry in accordance with our Terms & Conditions.