SMARTLEAF ASSET MANAGEMENT LLC

One Bowdoin Square
Suite 1000, 10th Floor
Boston, Massachusetts 02114
Tel: 857-366-9340

About SMARTLEAF ASSET MANAGEMENT LLC

SMARTLEAF ASSET MANAGEMENT LLC, formally registered with the SEC as SMARTLEAF ASSET MANAGEMENT LLC. The firm was established in 02/17/2015. They have over 1 offices throughout the country.

SMARTLEAF ASSET MANAGEMENT LLC is a Boston, Massachusetts based Financial Planning firm with nearly $2,691,262,439 assets under management, offering retirement planning & investment advisory services to 10798 clients. The firm is staffed with 13 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	172273
SEC#	801-80910
Assets Managed by Firm	$2,691,262,439
No. of Clients	10798
No. of Advisors	13

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	10798	$2,691,262,439
Other investment advisers	9	$2,691,195,687

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