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Craig Donald Smith

PPM AMERICA, INC.·CHICAGO, Illinois
Clean recordPPM AMERICA, INC.
225 WEST WACKER DRIVE, CHICAGO, IL 60606CRD# 2462390Firm CRD# 107269

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Craig Donald Smith · CHICAGO, IL
Registration
CRD #2462390 · PPM AMERICA, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Craig Donald Smith is a registered financial advisor based in CHICAGO, Illinois, affiliated with PPM AMERICA, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Institutional Investors
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
PPM AMERICA, INC.
PPM AMERICA INC
AUM
$73.1B
Regulatory assets under management
Employees
209
Total firm employees
Services
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Other: ORIGINATION FEES FOR COMMERIAL MORTGAGE LENDING ACTIVITIES
Regulatory
SEC/IARD CRD# 2462390
Firm CRD# 107269
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05

Frequently Asked Questions

What services does Craig Donald Smith offer?
Craig Donald Smith specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in CHICAGO, Illinois for a consultation.
What are Craig Donald Smith's credentials?
Craig Donald Smith is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Craig Donald Smith located?
Craig Donald Smith is based in CHICAGO, Illinois, working with PPM AMERICA, INC.. Their office serves clients in the CHICAGO metropolitan area and surrounding communities.
How does Craig Donald Smith charge for services?
Craig Donald Smith's firm is compensated through percentage of aum, subscription fees, performance-based fees, other: origination fees for commerial mortgage lending activities. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PPM AMERICA, INC.?
PPM AMERICA, INC. has approximately 209 employees and manages $73.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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