What departments does SMA Financial, Inc have?

SMA Financial, Inc has employees across 2 departments including Marketing, Support.

What is the largest department at SMA Financial, Inc?

The largest department at SMA Financial, Inc is Marketing with 1 employees.

Where are SMA Financial, Inc employees located globally?

SMA Financial, Inc has employees across 2 continents and 2 countries including United Kingdom Of Great Britain And Northern Ireland, United States Of America.

How has SMA Financial, Inc's team size changed over time?

SMA Financial, Inc's team has grown from approximately 2 to 5 employees based on available data.

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SMA Financial, Inc Employee Directory

AccountingCalifornia, United States2-10 Employees

SMA Financial, Inc. is a local accounting firm that provides CPA services to small and medium-sized privately held businesses primarily in Southern California. Based in Irvine, California, the firm has been operating since 1983 and serves clients within the private sector, helping address financial and regulatory needs common to privately owned enterprises. The company positions itself within the accounting industry as a practitioner focused on the needs of privately held businesses, offering professional services drawn from its long-standing presence in the region. With a small office footprint, SMA Financial emphasizes local engagement and steady support for clients navigating financial reporting, compliance, and related accounting concerns in the Irvine area.

SMA Financial, Inc Global Highlights

North America
4

United States Of America
4

Europe
3

United Kingdom Of Great Britain And Northern Ireland
3

SMA Financial, Inc's Leadership

L. W.
Marketing Director
Mobile Phone
Email
R. C.
Commercial Assistant
Mobile Phone
Email
A. H.
Service Bureau Support Supervison
Mobile Phone
Email

SMA Financial, Inc Employee Metrics

100%

50%

2026

2025

Accounting
Business
Other

Contact profiles from SMA Financial, Inc

Name

Title

Contact Info

Location

Last Update

L. W.
Marketing Director
Mobile Phone
Email
United KingdomEngland
May 31, 2026
R. C.
Commercial Assistant
Mobile Phone
Email
United KingdomEngland
Aug 03, 2026
A. H.
Service Bureau Support Supervison
Mobile Phone
Email
United KingdomEngland
Jul 07, 2026

Frequently Asked Questions

What is SMA Financial, Inc known for?

SMA Financial, Inc was founded in 1983 operates in the Accounting industry; you can contact the main corporate office by phone at

+1-949-559-****

. Explore SMA Financial, Inc's company overview page for more information.

What is SMA Financial, Inc's most common email format?

SMA Financial, Inc employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more SMA Financial, Inc email formats with LeadIQ.

How many employees does SMA Financial, Inc have currently?

SMA Financial, Inc has approximately 5 employees as of August 2026. These team members are located across 2 continents, including North AmericaEurope.

Who are SMA Financial, Inc's key employees and leadership?

As of August 2026, SMA Financial, Inc's key employees include:

Marketing Director: L. W.
Commercial Assistant: R. C.
Service Bureau Support Supervison: A. H.

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SMA Financial, Inc Employee Directory

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