2108 N. St.
Suite N
Sacramento, California 95816
Tel: (818) 794-9828
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.
SEC Current Status | Approved |
---|---|
Firm CRD# | 324633 |
SEC# | 801-127212 |
Assets Managed by Firm | $0 |
No. of Clients | 0 |
No. of Advisors | 2 |
No. of Clients | AUM |
---|
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$2,936,601,179,276 | 18358 | 1331 | |
$2,406,691,634,676 | 481 | 754 | |
$2,248,547,388,863 | 2782 | 3177 | |
$782,620,910,160 | 242041 | 1007 | |
$322,933,193,102 | 762 | 295 |
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