Ian Robert hulen Smith
Investment adviser representative at Advance Capital Management Inc
10 yearsExperience
1 stateRegistered in
$5BFirm assets
39 yearsFirm in business
Are you Ian Robert hulen Smith? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Advance Capital Management, Inc.Jul 2020 to now
- Foreside Fund Services, LLCJun 2016 to Jun 2020
- Westwood Management Corp.Jun 2016 to Jun 2020
Exams passed
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 1 state (TX).
Advance Capital Management Inc
$5BAssets managed
7,365Clients
31Advisers
39 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6130434
- Firm CRD
- 110767