Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > michigan > brighton > A SMARTER WAY TO INVEST, INC.
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 |
More Retirement Planning firms in Brighton, Michigan:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $246,667,042,077 | 132 | 164 | |
| $20,526,058,796 | 17010 | 134 | |
| $20,209,044,347 | 85 | 74 | |
| $15,029,547,343 | 412 | 15 | |
| $11,989,880,000 | 105 | 31 |
Explore More Retirement Advisors in Brighton, Michigan