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SMITH COMPANY FINANCIAL ADVISORS / FUSION FUNDS
FUSION ADVISOR
CRD 125488
30 N GOULD ST #34263, SHERIDAN, WY, 82801, United States
Phone
949-415-5305
Fax
800-627.3186
Registration
— (—)
Source
State registered
Total AUM
$400K
Discretionary AUM
$0
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees; Performance-based fees
Org form
Corporation
Filing date
2025-12-21
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Pension consultingSelection of other advisersPublication of periodicalsMarket timing
Official SEC filing: View on IAPD