Investment adviser · CRD 106428

K P SMITH ASSET MANAGEMENT

Investment adviser filing (IA)

SMITH KEITH PAUL

OMAHA, NE, United States · Form ADV filed Jun 13, 2012

Regulatory AUM
$52M
Form ADV · Item 5.F
Client accounts
289
Accounts, not individual clients

Not available in this filing: Employees, Advisory professionals.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Jun 13, 2012. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Publication of newsletters

Compensation

Percentage of assets · Hourly · Fixed

Principal office

9910 N. 48TH ST., STE 112
OMAHA, NE, 68152, United States

CRD 106428

Filing source

Form ADV 649819 · Jun 13, 2012 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.