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Shanon Bree Smith

OREI ADVISORS LP·REDWOOD CITY, California
Unclaimed Profile
1991 BROADWAY STREET, REDWOOD CITY, CA 94063-2068CRD# 6749678Firm CRD# 284241
01

About

Shanon Bree Smith is a registered financial advisor based in REDWOOD CITY, California, affiliated with OREI ADVISORS LP. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Client Types
Individuals
Pension & Retirement Plans
03

Firm Overview

Firm
OREI ADVISORS LP
OREI ADVISORS LP
AUM
$1.3B
Regulatory assets under management
Employees
27
Total firm employees
View all advisors at OREI ADVISORS LP →
Services
Portfolio management (individuals)
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 6749678
Firm CRD# 284241
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Shanon Bree Smith offer?
Shanon Bree Smith specializes in Investment Management, Retirement Planning. Contact their office in REDWOOD CITY, California for a consultation.
What are Shanon Bree Smith's credentials?
Shanon Bree Smith is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Shanon Bree Smith located?
Shanon Bree Smith is based in REDWOOD CITY, California, working with OREI ADVISORS LP. Their office serves clients in the REDWOOD CITY metropolitan area and surrounding communities.
How does Shanon Bree Smith charge for services?
Shanon Bree 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 OREI ADVISORS LP?
OREI ADVISORS LP has approximately 27 employees and manages $1.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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