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SMI Advisory Services

SMI Advisory Services is an investment advisor in Columbus with $603.75M assets under management.

Company profile

Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
352130742
SEC advisor number
801-64882
FINRA CRD number
137872
AUM ?
$664M (as of 2 Dec 21)
Accounts
560 (as of 2 Dec 21)
Employees
5 (3 investment advisory or research)

Investment data

Data from SEC filings
Regulatory AUM / Assets Under Management
Number of accounts
Number of employees
27 long holdings
End of quarter 30 Sep 21
Value
 
#Shares
 
Prev Q
 
Change
%, QoQ
$38.27M 490.63K 470.25K +4.3
$37.56M 369.03K 369.04K -0.0
$31.97M 608.08K 574.4K +5.9
$20.51M 74.83K NEW
$19.14M 44.6K 45.51K -2.0
Vanguard Admiral FDS Inc
$18.82M 108.13K 103.45K +4.5
$15.72M 175.71K NEW
$7.14M 44.56K 43.14K +3.3
$6.96M 95.18K 89.62K +6.2
$6.93M 16.09K 15.95K +0.9
$5.38M 29.49K 28.84K +2.2
$3.3M 31.57K NEW
$3.11M 34.43K NEW
$1.22M 5.03K 5.69K -11.6
$954K 2.42K 2.62K -7.6
Vanguard Intl Equity Index F
$906K 14.87K 16.24K -8.4
$896K 11.46K 12.55K -8.7
$818K 4.53K 4.53K 0
$744K 25.69K 26.18K -1.9
$637K 7.45K 7.63K -2.4
$440K 20.85K 27.72K -24.8
$400K 18.59K 25.36K -26.7
$383K 17.69K 17.31K +2.2
$382K 1.9K 2.11K -9.9
$258K 5.58K 5.87K -4.9
$257K 8.23K NEW
$236K 614 NEW
130.75K EXIT
181.91K EXIT
66.39K EXIT
Holdings list only includes long positions. Only includes long positions.

Calendar

7 Dec 21
31 Dec 21

Financial reports

No filings

Current reports

No filings

Registration and prospectus

No filings

Proxies

No filings

Other

No filings