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SMI Advisory Services Logo
SMI Advisory Services CB Rank
1154582
Heat Score
64
SMI Advisory Services operates in professional management, investing strategies, financial planning software, and asset allocation services.
Founded
obfuscation
Private Columbus, Ohio, United States11-50 smiadvisory.com
Advice
Asset Management
Consulting
Financial Services
Venture Capital
Overview

SMI Advisory Services
Heat Score
64

Growth Score
pts
in past quarter
Heat Score 64
1 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Learn More >
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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See more interactive data and historical milestones on desktop for the best experience

About SMI Advisory Services

CB Rank
1154582
SMI Advisory Services operates in professional management, investing strategies, financial planning software, and asset allocation services.
Founded
obfuscation
Private Columbus, Ohio, United States11-50 smiadvisory.com
Advice
Asset Management
Consulting
Financial Services
Venture Capital

Details

Legal Name SMI Advisory Services, LLC
Operating Status Active
Company Type For Profit
Phone Number +1-800-796-4975
Contact Email help@smiadvisory.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

SMI Private Client
Personalized implementation of SMI investment strategies for households with portfolios of at least $50,000, requiring a minimum household asset of $250,000.
Managed Products
Professional management of investment strategies developed by SMI and 3Fourteen Research, including ETFs and funds.

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Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 11-50 Contacts 4
News
Technology
View Tech Report

Monthly Web Visits

301

IT Spend

$269.2KThis year, SMI Advisory Services is projected to spend $269.2K on IT, according to Aberdeen.

Actively Used Products

14SMI Advisory Services uses 14 technology products and services including HTML5, Google Fonts, and  F5 NGINX, according to G2 Stack.

Active Website Tech Count

17SMI Advisory Services is actively using 17 technologies for its website, according to BuiltWith. These include HSTS, DNSSEC, and  Content Delivery Network.
Sub-Organizations
Frequently Asked Questions

Where is SMI Advisory Services's headquarters? SMI Advisory Services is located in Columbus, Ohio, United States.Who are SMI Advisory Services's competitors? Alternatives and possible competitors to SMI Advisory Services may include Hillhouse Investment, Neuberger Berman, and  Dogwood Capital Management.
Who We Are
What We Do
Helpful Links
AI Content may contain mistakes and is not legal, financial or investment advice. Learn more.
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