S
$400.0K Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
0 ADV. Clients
23 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-24-2003
- Office Locations
- 1
Office Locations
-- Chino Hills CA
About Smith Company Financial Advisors / Fusion Funds
Smith Company Financial Advisors / Fusion Funds is a Sheridan-based RIA. The firm has been operating for 23 years. Managing $400.0K in total assets under management, with 1 advisory representatives.
Team overview
43 AVG AGE
$400.0K AVG AUM / ADVISOR
-- AVG AUM / CLIENT
23.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
23yrs Firm Age
Insights
Available
Available
Available
Available
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Available
Available
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Investment Themes
Available
Services
Available
Owner & Executives
A
AARON JOSEPH SMITH SR.
Investment Advisor, President
- CRD
- #4129234
- Ownership
- 75% or more
Available
Available
Available
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No contact records available.
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $400,000 | -- |
| Total | $400,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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