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A SMARTER WAY TO INVEST, INC.

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

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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 2 offices throughout the country.

A SMARTER WAY TO INVEST, INC. is a Brighton, Michigan based Financial Planning firm with nearly $75,193,792 assets under management, offering retirement planning & investment advisory services to 592 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#166170
SEC# 801-110895
Assets Managed by Firm $75,193,792
No. of Clients 592
No. of Advisors 2

Fee Structure

  • A Percentage of AUM

Advisory Services Provided

  • Portfolio Management for Business

Firm Client Information

No. of ClientsAUM
Firm Total592$75,193,792
Other investment advisers417$75,193,792
Inquire with A SMARTER WAY TO INVEST, INC.

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