Smith Company Financial Advisors / Fusion Funds

Overview

Smith Company Financial Advisors / Fusion Funds is a state registered investment adviser based in Sheridan, WY, registered since 2003. It reports $4K in assets under management across 2 accounts, with 1 employees. It has 1 investment adviser representatives.

Reported AUM

$4K

Accounts

2

Employees

1

Advisory reps

1

Registered since

2003

Jurisdictions

1

As reported in the firm's December 2025 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Market Timing
• Pension Consulting
• Periodicals or Newsletters
• Selection of Other Advisors

Fee structure

Fixed Fees, Hourly Charges, Percentage of Assets and Performance-Based Fees

Executive officers 1 of 1

• Aaron Joseph Smith Sr President CRD 4129234

Advisory reps 1 of 1

• Aaron Joseph Smith Sr. Insurance Agent · Investment Adviser Rep CRD 4129234

Location

County

Sheridan

Metro area

Sheridan, WY

Region

West

Registrations

• State registered
• Registered in 1 jurisdiction

Every state, with registration dates

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