SMARTADVISOR LLC

BUNKER
SAN FRANCISCO, California·3 registered advisors·CRD# 319690
SEC# 801-1259960+ 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
Santiago Bausili
SAN FRANCISCO, California
Valentina Maria Olazabal Delgado
SAN FRANCISCO, California
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.