Cleverinvesting LLC

Cleverinvesting LLC (CRD# 285779) is a financial advisory firm headquartered in , . They manage $1,700,000 in 10 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
http://www.cleverinvesting.net
By the Numbers
  • Total Assets Under Management
    2
    MILLION
  • Total Number of Accounts
    10
    ACCOUNTS
  • Average Account Value
    $170,000
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TX, WA

Financial Advisors at Cleverinvesting LLC
Showing 1 - 1 of 1 top financial advisors.
1
Brock Erwin, financial advisor Round Rock TX
Brock A. Erwin
CRD#: 6721668
Round Rock, TX

Brock Erwin (CRD# 6721668) is an Investment Advisor Representative working at Cleverinvesting LLC in Round Rock, TX and has over 7 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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