Smith Financial

Financial Services • Kokomo, Indiana, United States • 1-10 Employees

Company overview

Headquarters	1830 S Plate St, Kokomo, Indiana 46902, US
NAICS	52
Founded	2010
Employees	1-10

Key Contact at Smith Financial

Richard Smith

President

Smith Financial Email Formats

Smith Financial uses 1 email format. The most common is {first name} (e.g., john@wasmithfinancial.com), used 100% of the time.

Format	Example	Percentage
{first name}	john@wasmithfinancial.com	100%

About Smith Financial

Smith Financial is an SEC Registered Investment Advisor in Kokomo, Indiana, focusing on financial planning and wealth management for affluent and high-net-worth families and business owners. We work with clients to build a personalized, comprehensive financial plan, with services including estate and wealth transfer planning, retirement planning, and other financial analysis unique to a case where we can add value.

Smith Financial revenue & valuation

Annual revenue	$427,775
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$1,400,000
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Vice President

Funding Data

Smith Financial has never raised funding before.

Frequently asked questions

Smith Financial is located in Kokomo, Indiana, US.

Smith Financial was founded in 2010, making it 16 years old. The company has established itself as a significant player in its industry over this time.

Smith Financial has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Smith Financial

Richard Smith

President

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