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3FOURTEEN & SMI ADVISORY SERVICES, LLC
CRD 331301 · SEC 801-130295
4400 RAY BOLL BLVD., COLUMBUS, IN, 47203, United States
Phone
800-796-4975
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$723.0M
Discretionary AUM
$723.0M
Team
6 total employees; 6 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-01-20
Disciplinary history
No
Services
Portfolio management (investment companies)
Client types
| Type | Clients | AUM |
|---|---|---|
| Investment companies | 2 | $723.0M |
States served
IN, FL
Official SEC filing: View on IAPD