SMI MANAGEMENT & RESEARCH LLC

DAMARISCOTTA, Maine·1 registered advisor·CRD# 131162
SEC# 801-71401207-380-5375
01

Firm Overview

AUM
$40M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
03

Specialties

Financial PlanningInvestment ManagementFee-Only Advisory
04

Advisors at SMI MANAGEMENT & RESEARCH LLC

1 registered advisor
Mark Edward Andrews
DAMARISCOTTA, Maine
05

Office Locations

DAMARISCOTTA, Maine
1 advisor

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Data sourced from SEC Form ADV filings. SMI MANAGEMENT & RESEARCH LLC (CRD# 131162) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.