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SMART PORTFOLIO LLC
SMART PORTFOLIO LLC
SMART PORTFOLIO
SACRAMENTO, California
·
1 registered advisor
·
CRD# 324633
SEC# 801-127212
0
858-898-8000
01
Firm Overview
AUM
$28M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
03
Specialties
Investment Management
Wealth Management
Fee-Only Advisory
04
Advisors at SMART PORTFOLIO LLC
1 registered advisor
Aleksandr Revmirovich Dyo
SACRAMENTO, California
CRD# 4660824
05
Office Locations
SACRAMENTO, California
1 advisor
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Data sourced from SEC Form ADV filings. SMART PORTFOLIO LLC (CRD# 324633) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.