Unclaimed Profile

Homer Scoville Smith

HWM LLC·GIG HARBOR, Washington

Clean recordHWM LLC

3312 ROSEDALE ST. NW, GIG HARBOR, WA 98335CRD# 4424221Firm CRD# 325111

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Homer Scoville Smith · GIG HARBOR, WA

Registration

CRD #4424221 · HWM LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Homer Scoville Smith is a registered financial advisor based in GIG HARBOR, Washington, affiliated with HWM LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

HWM LLC

KONVERGENT WEALTH PARTNERS

AUM

—

Regulatory assets under management

Employees

Total firm employees

View all advisors at HWM LLC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 4424221

Firm CRD# 325111

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Homer Scoville Smith offer?

Homer Scoville Smith specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in GIG HARBOR, Washington for a consultation.

What are Homer Scoville Smith's credentials?

Homer Scoville Smith is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Homer Scoville Smith located?

Homer Scoville Smith is based in GIG HARBOR, Washington, working with HWM LLC. Their office serves clients in the GIG HARBOR metropolitan area and surrounding communities.

How does Homer Scoville Smith charge for services?

Homer Scoville Smith's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is HWM LLC?

HWM LLC has approximately 9 employees. The firm is registered with the SEC as an investment adviser.

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