Smith Financial Investment Advisors, Inc., IN — Investment Adviser | BuildTrust

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SMITH FINANCIAL INVESTMENT ADVISORS, INC.

Investment AdviceKOKOMO, IN

Assets Under Management

$378M

Total AUM

Donut chart: Discretionary 265.3M, Non-Discretionary 112.8M
Category	Value
Discretionary	265.3M
Non-Discretionary	112.8M

Adviser Information

Field	Value
CRD Number	154022
SEC Number	801-71492
Street Address	1830 S. PLATE ST.
Location	KOKOMO, IN 46902
Country	United States
Phone	765-459-4111
Fax	765-454-7589
Total Employees	5

Client Count by Type (287 Total)

Horizontal bar chart: Individuals (other than H… 210, High Net Worth Individual… 72, Corporations/Businesses 5
Category	Value
Individuals (other than H…	210
High Net Worth Individual…	72
Corporations/Businesses	5