SMART PORTFOLIO LLC

SMART PORTFOLIO
SACRAMENTO, California·1 registered advisor·CRD# 324633
SEC# 801-1272120858-898-8000
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 ManagementWealth ManagementFee-Only Advisory
04

Advisors at SMART PORTFOLIO LLC

1 registered advisor
Aleksandr Revmirovich Dyo
SACRAMENTO, California
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.