1024 E. Grand River Ave
Brighton, Michigan 48116
Tel: 810-588-6178
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.
SEC Current Status | Approved |
Firm CRD# | 166170 |
SEC# | 801-110895 |
Assets Managed by Firm | $75,193,792 |
No. of Clients | 592 |
No. of Advisors | 2 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 592 | $75,193,792 |
Other investment advisers | 417 | $75,193,792 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$222,731,514,408 | 132 | 176 | |
$18,613,469,251 | 16470 | 130 | |
$17,421,295,183 | 82 | 64 | |
$12,103,858,871 | 332 | 15 | |
$11,794,814,698 | 145 | 50 |
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