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SMS CAPITAL MANAGEMENT, INC.
SMS CAPITAL MANAGEMENT, INC.
SMS CAPITAL MANAGEMENT
BELLAIRE, Texas
·
1 registered advisor
·
CRD# 124788
SEC# 801-112945
0
713-623-1534
01
Firm Overview
AUM
$111M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at SMS CAPITAL MANAGEMENT, INC.
1 registered advisor
Steven Mark Sheldon
BELLAIRE, Texas
CRD# 4621861
05
Office Locations
BELLAIRE, Texas
1 advisor
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Data sourced from SEC Form ADV filings. SMS CAPITAL MANAGEMENT, INC. (CRD# 124788) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.