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SMI ADVISORY SERVICES, LLC

Tel: 800-796-4975
4400 Ray Boll Blvd.
Columbus, Indiana  47203

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SMI ADVISORY SERVICES, LLC

SMI ADVISORY SERVICES, LLC is a Columbus, Indiana based financial advisory firm with nearly $840,000,000 in assets under management and provides investment advisory services for 995 clients. There are currently 5 financial advisors at the firm.

General Information

Advisory Services Provided:

Portfolio management for individuals and/or small businesses , Portfolio management for investment companies

Fee Structure:

A percentage of AUM

Firm CRD#:

137872

SEC#:

801-64882

No. of Clients:

995

Assets under Management

$840,000,000

No. of Advisors:

5

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