Investment adviser · CRD 116894

NR SMITH & ASSOCIATES, P.S.

Investment adviser filing (IA)

OLYMPIA, WA, United States · Form ADV filed Apr 11, 2012

Regulatory AUM
$33.4M
Form ADV · Item 5.F
Client accounts
80
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: Apr 11, 2012. View historical filings

Reported services

Financial planning · Individual portfolio management · Pension consulting

Compensation

Percentage of assets · Hourly

Principal office

2120 CATON WAY S.W.
OLYMPIA, WA, 98502-1106, United States

CRD 116894

Filing source

Form ADV 633737 · Apr 11, 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.