S.mart Advising Inc.
S.mart Advising Inc. (CRD# 310330) is a financial advisory firm headquartered in Tampa, FL. They manage $7,152,000 in 32 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management7MILLION
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Total Number of Accounts32ACCOUNTS
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Average Account Value$223,500
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Other
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL
Financial Advisors at S.mart Advising Inc.
1
Samuel Martinez (CRD# 4708934) is an Investment Advisor Representative working at S.mart Advising Inc. in Tampa, FL and has over 19 years of experience in the finance industry.
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