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SMARTX ADVISORY SOLUTIONS

105 S. Narcissus Avenue
Suite 701
West Palm Beach, Florida 33401
Tel: 561-835-8690

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About SMARTX ADVISORY SOLUTIONS

SMARTX ADVISORY SOLUTIONS, formally registered with the SEC as SMARTX ADVISORY SOLUTIONS. The firm was established in 08/07/2018. They have over 1 offices throughout the country.

SMARTX ADVISORY SOLUTIONS is a West Palm Beach, Florida based Financial Planning firm with nearly $17,558,718,783 assets under management, offering retirement planning & investment advisory services to 60 clients. The firm is staffed with 118 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#297680
SEC#801-113795
Assets Managed by Firm$17,558,718,783
No. of Clients60
No. of Advisors118

Fee Structure

  • A Percentage of AUM
  • Fixed Fees
  • Other(OCIO SERVICES)

Advisory Services Provided

  • Portfolio Management for Individuals
  • Selection of Other Advisors

Firm Client Information

No. of ClientsAUM
Firm Total60$17,558,718,783
Other investment advisers60$17,558,718,783

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