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SMART PORTFOLIO

2108 N. St.
Suite N
Sacramento, California 95816
Tel: (818) 794-9828

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About SMART PORTFOLIO

SMART PORTFOLIO, formally registered with the SEC as SMART PORTFOLIO. The firm was established in 01/19/2023. They have over 1 offices throughout the country.

SMART PORTFOLIO is a Sacramento, California based Financial Planning firm with nearly $0 assets under management, offering retirement planning & investment advisory services to 0 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#324633
SEC#801-127212
Assets Managed by Firm$0
No. of Clients0
No. of Advisors2

Fee Structure

  • A Percentage of AUM

Advisory Services Provided

  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Selection of Other Advisors

Firm Client Information

No. of ClientsAUM

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