SMARTX ADVISORY SOLUTIONS

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

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 $22,914,329,456 assets under management, offering retirement planning & investment advisory services to 60 clients. The firm is staffed with 91 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	297680
SEC#	801-113795
Assets Managed by Firm	$22,914,329,456
No. of Clients	60
No. of Advisors	91

Fee Structure

A percentage of AUM
Subscription fees
Fixed fees
Other (OCIO SERVICES)

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	60	$22,914,329,456
Other investment advisers	60	$22,914,329,456

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