3fourteen & Smi Advisory Services, LLC

Overview

3fourteen & Smi Advisory Services, LLC is an SEC-registered institutional registered investment adviser organized as a limited liability company. The firm identifies its client base as institutional and provides portfolio management services specifically for investment companies. It charges fees as a percentage of assets under management rather than flat or hourly fees. The adviser does not position itself as a capital allocator and is not active on ESG integration. It is not designated as a multi-state adviser, pension consultant, or related adviser in the source data.

Assets & Accounts