SMI MANAGEMENT & RESEARCH LLC

SMI MANAGEMENT & RESEARCH LLC of DAMARISCOTTA, ME is an SEC-registered investment adviser (CRD 131162). Regulatory assets under management: $40.0M.

Registration

• CRD: 131162
• SEC file number: 801-71401
• Type: Registered investment adviser
• Location: 15 BELVEDERE RD, DAMARISCOTTA, ME, 04543
• Phone: 207-380-5375
• Latest filing: 2012-04-02
• Regulatory AUM: $40.0M
• Discretionary AUM: $38.0M
• Non-discretionary AUM: $2.0M
• Clients: 1
• Accounts: 127

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
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• CRD 131162 on SEC IAPD (source of record)
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