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SMARTASSET
122 East 42nd St
Suite 4300
New York, New York 10168
Tel: 646-360-0802
About SMARTASSET
SMARTASSET, formally registered with the SEC as SMARTASSET. The firm was established in 04/03/2020. They have over 1 offices throughout the country.
SMARTASSET is a New York, New York based Financial Planning firm with nearly $0 assets under management, offering retirement planning & investment advisory services to 0 clients. The firm is staffed with 212 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 307375 |
| SEC# | 801-118374 |
| Assets Managed by Firm | $0 |
| No. of Clients | 0 |
| No. of Advisors | 212 |
Fee Structure
- Other (REFERRAL FEES FROM OTHER RIAS)
Advisory Services Provided
- Other (SMARTASSET REFERS CONSUMERS TO FINANCIAL ADVISERS)
Firm Client Information
| No. of Clients | AUM |
|---|
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