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Norman Richard Smith

NR SMITH & ASSOCIATES, P.S.·OLYMPIA, Washington
Unclaimed Profile
2120 CATON WAY S.W., OLYMPIA, WA 98502-1106CRD# 1293983Firm CRD# 116894
01

About

Norman Richard Smith is a registered financial advisor based in OLYMPIA, Washington, affiliated with NR SMITH & ASSOCIATES, P.S.. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
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Firm Overview

Firm
NR SMITH & ASSOCIATES, P.S.
NR SMITH & ASSOCIATES, P.S.
AUM
$33M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at NR SMITH & ASSOCIATES, P.S. →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
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Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 1293983
Firm CRD# 116894
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Norman Richard Smith offer?
Norman Richard Smith specializes in Financial Planning, Investment Management. Contact their office in OLYMPIA, Washington for a consultation.
What are Norman Richard Smith's credentials?
Norman Richard Smith is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Norman Richard Smith located?
Norman Richard Smith is based in OLYMPIA, Washington, working with NR SMITH & ASSOCIATES, P.S.. Their office serves clients in the OLYMPIA metropolitan area and surrounding communities.
How does Norman Richard Smith charge for services?
Norman Richard Smith's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is NR SMITH & ASSOCIATES, P.S.?
NR SMITH & ASSOCIATES, P.S. has approximately 6 employees and manages $33M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Washington
SEATTLE (905)BELLEVUE (345)SPOKANE (98)VANCOUVER (76)TACOMA (62)
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