SMI ADVISORY SERVICES, LLC

4400 Ray Boll Blvd.
Columbus, Indiana 47203
Tel: 800-796-4975

About SMI ADVISORY SERVICES, LLC

SMI ADVISORY SERVICES, LLC, formally registered with the SEC as SMI ADVISORY SERVICES, LLC. The firm was established in 11/15/2005. They have over 1 offices throughout the country.

SMI ADVISORY SERVICES, LLC is a Columbus, Indiana based Financial Planning firm with nearly $840,000,000 assets under management, offering retirement planning & investment advisory services to 995 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	137872
SEC#	801-64882
Assets Managed by Firm	$840,000,000
No. of Clients	995
No. of Advisors	5

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for investment companies

Firm Client Information

	No. of Clients	AUM
Firm Total	995	$840,000,000
Individuals (other than high net worth individuals)	992	$608,000,000

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