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Stephen Smith Financial Inc.

EST. AUM
$129,000,000

CONTACTS
1

CLIENT ACCOUNTS
458

Firm Details

Metro area Chicago
CRD Number 339402
Website stephensmithfinancial.com
Client types

Overview

Stephen Smith Financial Inc. is a registered investment adviser based in Schaumburg, Illinois that provides investment advisory services tailored to the needs, objectives, and risk tolerances of individual and high-net-worth clients. The firm offers financial planning and ongoing investment management, including asset allocation guidance and portfolio oversight across traditional investment products such as cash, equities, mutual funds, and fixed-income securities. Advisory services are designed around client-specific goals, and clients retain the ability to impose reasonable investment restrictions on their accounts

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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