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Nr Smith & Associates, P.S. (Olympia)


Nr Smith & Associates, P.S. is an adviser based in Olympia. It manages $33.45 million of regulatory assets for 80 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdiction of Washington.

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Nr Smith & Associates, P.S provides financial planning services, portfolio management for individuals and small businesses, and pension consulting services. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.

Nr Smith & Associates, P.S: assets under management

The assets under management (AUM) of Nr Smith & Associates, P.S. is $33.45 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 10% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $33.45 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $418.09 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Nr Smith & Associates, P.S. for their services and products based on a percentage of assets under management and hourly charges. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Olympia

The principal office where Nr Smith & Associates, P.S. performs its advisory services is located at 2120 Caton Way S.W., Olympia, WA 98502 1106, 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 360-754-9475 or by fax 360-786-8174. The normal business hours are 8:00am to 5:00pm on Monday - Friday. You can find more information about the New York firm at www.nrsmith.com.


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