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Frederick Jacob Beerwart

3FOURTEEN & SMI ADVISORY SERVICES, LLC·COLUMBUS, Indiana
Clean record3FOURTEEN & SMI ADVISORY SERVICES, LLC
4400 RAY BOLL BLVD., COLUMBUS, IN 47203CRD# 5052175Firm CRD# 331301

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Frederick Jacob Beerwart · COLUMBUS, IN
Registration
CRD #5052175 · 3FOURTEEN & SMI ADVISORY SERVICES, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Frederick Jacob Beerwart is a registered financial advisor based in COLUMBUS, Indiana, affiliated with 3FOURTEEN & SMI ADVISORY SERVICES, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Institutional Investors
Introduction

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03

Firm Overview

Firm
3FOURTEEN & SMI ADVISORY SERVICES, LLC
3FOURTEEN & SMI ADVISORY SERVICES, LLC
AUM
$471M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at 3FOURTEEN & SMI ADVISORY SERVICES, LLC →
Services
Portfolio management (pooled investments)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 5052175
Firm CRD# 331301
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Frederick Jacob Beerwart offer?
Frederick Jacob Beerwart specializes in Investment Management, Fee-Only Advisory. Contact their office in COLUMBUS, Indiana for a consultation.
What are Frederick Jacob Beerwart's credentials?
Frederick Jacob Beerwart is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Frederick Jacob Beerwart located?
Frederick Jacob Beerwart is based in COLUMBUS, Indiana, working with 3FOURTEEN & SMI ADVISORY SERVICES, LLC. Their office serves clients in the COLUMBUS metropolitan area and surrounding communities.
How does Frederick Jacob Beerwart charge for services?
Frederick Jacob Beerwart's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is 3FOURTEEN & SMI ADVISORY SERVICES, LLC?
3FOURTEEN & SMI ADVISORY SERVICES, LLC has approximately 7 employees and manages $471M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at 3FOURTEEN & SMI ADVISORY SERVICES, LLC

Amie Pies
COLUMBUS, IN
Eric Stephen Collier
COLUMBUS, IN
Fernando Raul Vidal
COLUMBUS, IN
Warren Andrew Pies
COLUMBUS, IN
Mark Andrew Biller
COLUMBUS, IN

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