SMS Financial LLC provides financial planning and investment management services to individuals, families, and small businesses. We specialize in helping our clients to plan for their financial goals and in providing the tools to reach those goals. As an independent registered investment advisor, we proudly embrace our fiduciary duty to clients and enjoy offering the full breadth of each associate's diverse training and experience to our clients.
View Top Employees from SMS Financial LLC| Website | http://www.sms-financial.com |
| Revenue | $1 million |
| Employees | 6 (4 on RocketReach) |
| Founded | 2009 |
| Address | 2801 Monterey Salinas Hwy Ste K, Monterey, California 93940, US |
| Phone | (831) 622-8800 |
| Fax | (831) 655-3660 |
| Technologies | |
| Industry | Investment Management, Finance General, Finance |
| Web Rank | 30 Million |
| Keywords | Sms Finance Inc |
| Competitors | Estes Wealth Strategies, FRS Advisors, Gerber Kawasaki Wealth & Investment Management, Pillar Wealth Management, Selkirk Wealth Advisors, LLC |
| SIC | SIC Code 62 Companies, SIC Code 628 Companies |
| NAICS | NAICS Code 52393 Companies, NAICS Code 52 Companies, NAICS Code 523 Companies, NAICS Code 5239 Companies |
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SMS Financial LLC Questions
The SMS Financial LLC annual revenue was $1 million in 2023.
Jonathan Harris is the Partner of SMS Financial LLC.
4 people are employed at SMS Financial LLC.
SMS Financial LLC is based in Monterey, California.
The NAICS codes for SMS Financial LLC are [52393, 52, 523, 5239].
The SIC codes for SMS Financial LLC are [62, 628].
Top SMS Financial LLC Employees
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