SMART INVESTOR, LLC

ROSEVILLE, California·1 registered advisor·CRD# 116587
SEC# 801-619375916-773-5217
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 PlanningInvestment ManagementWealth Management
04

Advisors at SMART INVESTOR, LLC

1 registered advisor
Allan Charles Henriques
ROSEVILLE, California
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.