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James Steven Smith

PARVIN FUND MANAGEMENT, LLC·SIOUX FALLS, South Dakota
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401 E. 8TH STREET, SIOUX FALLS, SD 57103CRD# 1094733Firm CRD# 311304
01

About

James Steven Smith is a registered financial advisor based in SIOUX FALLS, South Dakota, affiliated with PARVIN FUND MANAGEMENT, 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
03

Firm Overview

Firm
PARVIN FUND MANAGEMENT, LLC
PARVIN FUND MANAGEMENT
AUM
$6M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at PARVIN FUND MANAGEMENT, LLC →
Services
Portfolio management (pooled investments)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 1094733
Firm CRD# 311304
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does James Steven Smith offer?
James Steven Smith specializes in Investment Management, Fee-Only Advisory. Contact their office in SIOUX FALLS, South Dakota for a consultation.
What are James Steven Smith's credentials?
James Steven Smith is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Steven Smith located?
James Steven Smith is based in SIOUX FALLS, South Dakota, working with PARVIN FUND MANAGEMENT, LLC. Their office serves clients in the SIOUX FALLS metropolitan area and surrounding communities.
How does James Steven Smith charge for services?
James Steven 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 PARVIN FUND MANAGEMENT, LLC?
PARVIN FUND MANAGEMENT, LLC has approximately 2 employees and manages $6M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in South Dakota
WATERTOWN (9)RAPID CITY (6)ABERDEEN (3)MITCHELL (3)BROOKINGS (2)
City Guides
WATERTOWN GuideRAPID CITY GuideABERDEEN GuideMITCHELL GuideBROOKINGS Guide
Research
Advisor Fees in South DakotaNational Fee Analysis
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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