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SMART INVESTOR, LLC
SMART INVESTOR, LLC
ROSEVILLE, California
·
1 registered advisor
·
CRD# 116587
SEC# 801-61937
5
916-773-5217
01
Firm Overview
AUM
$683M
Regulatory assets under management
Employees
18
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at SMART INVESTOR, LLC
1 registered advisor
Allan Charles Henriques
ROSEVILLE, California
CRD# 1326424
05
Office Locations
ROSEVILLE, California
1 advisor
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Data sourced from SEC Form ADV filings. SMART INVESTOR, LLC (CRD# 116587) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.