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Home > Retirement Planners > texas > eastland > SMART MONEY GROUP, LLC
SMART MONEY GROUP, LLC
106 South Seaman
Eastland, Texas 76448
Tel: 254-629-3866
About SMART MONEY GROUP, LLC
SMART MONEY GROUP, LLC, formally registered with the SEC as SMART MONEY GROUP, LLC. The firm was established in 06/30/2016. They have over 2 offices throughout the country.
SMART MONEY GROUP, LLC is a Eastland, Texas based Financial Planning firm with nearly $286,460,445 assets under management, offering retirement planning & investment advisory services to 1460 clients. The firm is staffed with 21 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 284187 |
| SEC# | 801-107979 |
| Assets Managed by Firm | $286,460,445 |
| No. of Clients | 1460 |
| No. of Advisors | 21 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1460 | $286,460,445 |
| Individuals (other than high net worth individuals) | 389 | $88,318,510 |
| High net worth individuals | 121 | $188,019,949 |
| Charitable organizations | 26 | $10,121,986 |
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