Smith Keith Paul is an adviser based in Omaha. It manages $52 million of regulatory assets for 289 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Iowa and Nebraska.
Smith Keith Paul provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and publication of newsletters. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Smith Keith Paul is $52 million. The firm's AUM has grown by 35% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Smith Keith Paul for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Smith Keith Paul performs its advisory services is located at 9910 N. 48 Th St., Omaha, NE 68152, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 402-392-0509 or by fax 402-392-0634. The normal business hours are 8:00 - 4:30 on Monday - Friday.