3FOURTEEN & SMI ADVISORY SERVICES, LLC
CRD #331301 SEC #801-130295 COLUMBUS, IN 800-796-4975
SEC Registered
Total AUM
$840M
Discretionary
$840M
Employees
6
Clients
--
Accounts
2
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $840M | $840M | $0 | 6 | 0 |
| Jan 2025 | $446M | $446M | $0 | 6 | 0 |
| Nov 2024 | $470.8M | $470.8M | $0 | 7 | 0 |
| Jul 2024 | $160M | $160M | $0 | 6 | 0 |
| Apr 2024 | $0 | $0 | $0 | 5 | 0 |
| Apr 2024 | $0 | $0 | $0 | 5 | 0 |
DateJun 2025
Total AUM$840M
Discretionary$840M
Non-Disc.$0
Employees6
Clients0
DateJan 2025
Total AUM$446M
Discretionary$446M
Non-Disc.$0
Employees6
Clients0
DateNov 2024
Total AUM$470.8M
Discretionary$470.8M
Non-Disc.$0
Employees7
Clients0
DateJul 2024
Total AUM$160M
Discretionary$160M
Non-Disc.$0
Employees6
Clients0
DateApr 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateApr 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0