M. J. SMITH AND ASSOCIATES

M. J. SMITH AND ASSOCIATES is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.

Yes. As an SEC-registered investment advisor (CRD #110919), M. J. SMITH AND ASSOCIATES is subject to fiduciary duty under federal law.

M. J. SMITH AND ASSOCIATES is headquartered in GREENWOOD VILLAGE, CO.

M. J. SMITH AND ASSOCIATES serves 204 high-net-worth clients according to their SEC filing dated March 28, 2018. View client details ↓

According to their SEC Form ADV, M. J. SMITH AND ASSOCIATES offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, selection of other advisors, and educational seminars and workshops. View all service details ↓

M. J. SMITH AND ASSOCIATES manages $725 million in client assets according to their SEC filing dated March 28, 2018.

According to their SEC Form ADV, M. J. SMITH AND ASSOCIATES serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓