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SMART MONEY GROUP, LLC
SMART MONEY GROUP, LLC
EASTLAND, Texas
·
5 registered advisors
·
CRD# 284187
SEC# 801-107979
1
254-629-3866
01
Firm Overview
AUM
$286M
Regulatory assets under management
Employees
21
Total firm employees
Advisors
5
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at SMART MONEY GROUP, LLC
5 registered advisors
Aaron Neal Kennedy
EASTLAND, Texas
CRD# 4131425
Angela Nicole Kennedy Robinson
EASTLAND, Texas
CRD# 5240601
Bradley Donald Foos
EASTLAND, Texas
CRD# 2109076
James Roy Kennedy
EASTLAND, Texas
CRD# 1961588
Jennifer Faye Isham
EASTLAND, Texas
CRD# 5999570
05
Office Locations
EASTLAND, Texas
5 advisors
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Data sourced from SEC Form ADV filings. SMART MONEY GROUP, LLC (CRD# 284187) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.