SMITH FINANCIAL INVESTMENT ADVISORS, INC.

SMITH FINANCIAL INVESTMENT ADVISORS, INC. of KOKOMO, IN is an SEC-registered investment adviser (CRD 154022). Regulatory assets under management: $456.9M.

Registration

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.

Officers, owners & control persons (4)

NameRoleLocation
Aaron Taylor SmithCHIEF COMPLIANCE OFFICER
Richard Allen SmithPRESIDENT
SMITH CRAIG ALLENPRESIDENT
SMITH AARON TAYLORCHIEF COMPLIANCE OFFICER

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