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SMARTADVISOR LLC
SMARTADVISOR LLC
BUNKER
SAN FRANCISCO, California
·
3 registered advisors
·
CRD# 319690
SEC# 801-125996
0
+ 1 510 738 3310
01
Firm Overview
AUM
$8M
Regulatory assets under management
Employees
13
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Investment Management
04
Advisors at SMARTADVISOR LLC
3 registered advisors
Francisco Sosa Del Valle
SAN FRANCISCO, California
CRD# 4699320
Santiago Bausili
SAN FRANCISCO, California
CRD# 2954395
Valentina Maria Olazabal Delgado
SAN FRANCISCO, California
CRD# 7543509
05
Office Locations
SAN FRANCISCO, California
3 advisors
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Data sourced from SEC Form ADV filings. SMARTADVISOR LLC (CRD# 319690) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.