Claim Profile
GS

Gregory Simon Smith

IP GROUP, INC.·WILMINGTON, Delaware
Unclaimed Profile
1 RIGHTER PARKWAY, WILMINGTON, DE 19803CRD# 7470349Firm CRD# 300077
01

About

Gregory Simon Smith is a registered financial advisor based in WILMINGTON, Delaware, affiliated with IP GROUP, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
LONGVIEW INNOVATION CORP.
LONGVIEW INNOVATION CORP.
AUM
$125M
Regulatory assets under management
Employees
8
Total firm employees
Services
Pension consulting
04

Background

Compensation
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 7470349
Firm CRD# 300077
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in WILMINGTON?

Browse all registered financial advisors in WILMINGTON, Delaware or claim this profile if it's yours.

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 Gregory Simon Smith offer?
Gregory Simon Smith specializes in Retirement Planning. Contact their office in WILMINGTON, Delaware for a consultation.
What are Gregory Simon Smith's credentials?
Gregory Simon Smith is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Gregory Simon Smith located?
Gregory Simon Smith is based in WILMINGTON, Delaware, working with IP GROUP, INC.. Their office serves clients in the WILMINGTON metropolitan area and surrounding communities.
How does Gregory Simon Smith charge for services?
Gregory Simon Smith's firm is compensated through subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is IP GROUP, INC.?
IP GROUP, INC. has approximately 8 employees and manages $125M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Browse by specialty