AdvisorOS Directory
Claim Profile
AH

Allan Charles Henriques

SMART INVESTOR·ROSEVILLE, California
Unclaimed Profile
915 HIGHLAND POINTE DRIVE, ROSEVILLE, CA 95678CRD# 1326424Firm CRD# 116587
01

About

Allan Charles Henriques is a registered financial advisor based in ROSEVILLE, California, affiliated with SMART INVESTOR. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
SMART INVESTOR, LLC
SMART INVESTOR, LLC
AUM
$683M
Regulatory assets under management
Employees
18
Total firm employees
View all advisors at SMART INVESTOR, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1326424
Firm CRD# 116587
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in ROSEVILLE?

Browse all registered financial advisors in ROSEVILLE, California or claim this profile if it's yours.

Browse ROSEVILLE AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Allan Charles Henriques offer?
Allan Charles Henriques specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ROSEVILLE, California for a consultation.
What are Allan Charles Henriques's credentials?
Allan Charles Henriques is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Allan Charles Henriques located?
Allan Charles Henriques is based in ROSEVILLE, California, working with SMART INVESTOR. Their office serves clients in the ROSEVILLE metropolitan area and surrounding communities.
How does Allan Charles Henriques charge for services?
Allan Charles Henriques's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SMART INVESTOR?
SMART INVESTOR has approximately 18 employees and manages $683M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in ROSEVILLE
Renee Louise Morrison — EMPYRION WEALTH MANAGEMENT, INC.Louis Joaquin Barrientos — FC360 WEALTH MANAGEMENT, INC.Anton James Bayer — UP CAPITAL MANAGEMENT, INC.Heidi Rae Davis — TMFS SACRAMENTO LLCCatherine Frances Steigerwald — LEGACY CAPITAL MANAGEMENT INC
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile