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Kimberly Jean Smith

SGL INVESTMENT ADVISORS, INC.·MISSOULA, Montana
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283 W. FRONT STREET SUITE 302, MISSOULA, MT 59802-4328CRD# 3100432Firm CRD# 145167
01

About

Kimberly Jean Smith is a registered financial advisor based in MISSOULA, Montana, affiliated with SGL INVESTMENT ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
SGL INVESTMENT ADVISORS, INC.
SGL INVESTMENT ADVISORS, INC.
AUM
$351M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at SGL INVESTMENT ADVISORS, INC. →
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 3100432
Firm CRD# 145167
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Kimberly Jean Smith offer?
Kimberly Jean Smith specializes in Investment Management, Fee-Only Advisory. Contact their office in MISSOULA, Montana for a consultation.
What are Kimberly Jean Smith's credentials?
Kimberly Jean Smith is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kimberly Jean Smith located?
Kimberly Jean Smith is based in MISSOULA, Montana, working with SGL INVESTMENT ADVISORS, INC.. Their office serves clients in the MISSOULA metropolitan area and surrounding communities.
How does Kimberly Jean Smith charge for services?
Kimberly Jean Smith'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 SGL INVESTMENT ADVISORS, INC.?
SGL INVESTMENT ADVISORS, INC. has approximately 8 employees and manages $351M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in MISSOULA
Russell Thomas Piazza — FRONT STREET CAPITAL MANAGEMENT, INC.Michele Marie Blood — FRONT STREET CAPITAL MANAGEMENT, INC.Virginia Marie Belker — FRONT STREET CAPITAL MANAGEMENT, INC.David Jones Wild — FRONT STREET CAPITAL MANAGEMENT, INC.Robert Warren Minto — PEAK INVESTMENT MANAGEMENT, LTD.
Nearby cities in Montana
BILLINGS (43)GREAT FALLS (40)BOZEMAN (21)WHITEFISH (14)HELENA (5)
City Guides
BILLINGS GuideGREAT FALLS GuideBOZEMAN GuideWHITEFISH GuideHELENA Guide
Research
Advisor Fees in MontanaNational Fee Analysis
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