A SMARTER WAY TO INVEST, INC.

1024 E. Grand River Ave
Suite B
Brighton, Michigan 48116
Tel: 810-588-6178

About A SMARTER WAY TO INVEST, INC.

A SMARTER WAY TO INVEST, INC, formally registered with the SEC as A SMARTER WAY TO INVEST, INC. The firm was established in 07/31/2017. They have over 3 offices throughout the country.

A SMARTER WAY TO INVEST, INC. is a Brighton, Michigan based Financial Planning firm with nearly $84,788,500 assets under management, offering retirement planning & investment advisory services to 573 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	166170
SEC#	801-110895
Assets Managed by Firm	$84,788,500
No. of Clients	573
No. of Advisors	8

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	573	$84,788,500
Pension and profit sharing plans	Fewer than 5 clients	$278,500
Other investment advisers	Fewer than 5 clients	$84,510,000

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