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VP, Fund Administration and Operations · Touchstone Advisors Inc

Julie L. Smith

CRD 3199707 · Named on Form ADV at one SEC-registered adviser

At a glance

Touchstone Advisors Inc, an SEC-registered asset manager based in Cincinnati, OH with $31.1 billion in regulatory assets, lists Julie L. Smith on its Form ADV as VP, Fund Administration and Operations.

Firms and roles

  • Touchstone Advisors IncVP, Fund Administration and OperationsAsset manager · Cincinnati, OH · $31B in regulatory assets

AtlasMembers

Julie’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (18)

13 more people named with Julie on the same filings, with titles and firms. Free in Atlas with a free account.

See all 18 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Julie’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.