AdvisorOS Directory
Claim Profile
NS

Natalie Faye Smith

COMMONWEALTH ASSET MANAGEMENT LP·LOS ANGELES, California
Unclaimed Profile
11755 WILSHIRE BLVD., LOS ANGELES, CA 90025CRD# 6952883Firm CRD# 306098
01

About

Natalie Faye Smith is a registered financial advisor based in LOS ANGELES, California, affiliated with COMMONWEALTH ASSET MANAGEMENT LP. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Wealth Management
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
COMMONWEALTH ASSET MANAGEMENT LP
COMMONWEALTH ASSET MANAGEMENT LP
AUM
$912M
Regulatory assets under management
Employees
—
Total firm employees
View all advisors at COMMONWEALTH ASSET MANAGEMENT LP →
Services
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 6952883
Firm CRD# 306098
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in LOS ANGELES?

Browse all registered financial advisors in LOS ANGELES, California or claim this profile if it's yours.

Browse LOS ANGELES AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Natalie Faye Smith offer?
Natalie Faye Smith specializes in Retirement Planning, Wealth Management. Contact their office in LOS ANGELES, California for a consultation.
What are Natalie Faye Smith's credentials?
Natalie Faye Smith is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Natalie Faye Smith located?
Natalie Faye Smith is based in LOS ANGELES, California, working with COMMONWEALTH ASSET MANAGEMENT LP. Their office serves clients in the LOS ANGELES metropolitan area and surrounding communities.
How does Natalie Faye Smith charge for services?
Natalie Faye Smith's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is COMMONWEALTH ASSET MANAGEMENT LP?
COMMONWEALTH ASSET MANAGEMENT LP is a registered investment adviser with the SEC, managing $912M in regulatory assets under management. See their Form ADV for full details.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in LOS ANGELES
Jamshaud Nmn Zovein — LOGICA CAPITAL ADVISERS, LLCWayne Nmn Himelsein — LOGICA CAPITAL ADVISERS, LLCJustin Joseph Mcentee — LOGICA CAPITAL ADVISERS, LLCLionel Benjamin Tapiero — LOGICA CAPITAL ADVISERS, LLCKenneth Glen Kilpo — WINDWARD CAPITAL MANAGEMENT CO
Nearby cities in California
SAN FRANCISCO (3797)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)NEWPORT BEACH (631)
City Guides
SAN FRANCISCO GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO GuideNEWPORT BEACH Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile