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SMART PORTFOLIO
2108 N. St.
Suite N
Sacramento, California 95816
Tel: 858-898-8000
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 $27,982,000 assets under management, offering retirement planning & investment advisory services to 60 clients. The firm is staffed with 2 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 324633 |
| SEC# | 801-127212 |
| Assets Managed by Firm | $27,982,000 |
| No. of Clients | 60 |
| No. of Advisors | 2 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 60 | $27,982,000 |
| Individuals (other than high net worth individuals) | Fewer than 5 clients | $145,000 |
| High net worth individuals | 5 | $337,000 |
| Pension and profit sharing plans | 50 | $25,800,000 |
| Corporations or other businesses | Fewer than 5 clients | $1,700,000 |
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