Smart Investments Advisory Incorporated

Smart Investments Advisory Incorporated (CRD# 107778) is a financial advisory firm headquartered in Redlands, CA. They manage $67,800,000 in 170 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    68
    MILLION
  • Total Number of Accounts
    170
    ACCOUNTS
  • Average Account Value
    $398,824
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Smart Investments Advisory Incorporated
Showing 1 - 2 of 2 top financial advisors.
1
Alicia C. Arciniega
CRD#: 4942070
1849 W. Redlands Blvd., Suite 104, Redlands, CA 92373

Alicia Arciniega (CRD# 4942070) is an Investment Advisor Representative working at Smart Investments Advisory Incorporated in Redlands, CA and has over 15 years of experience in the finance industry.

2
Barrick A. Smart
CRD#: 829239
205 E. State Street, Redlands, CA 92373

Barrick Smart (CRD# 829239) is an Investment Advisor Representative working at Smart Investments Advisory Incorporated in Redlands, CA and has over 34 years of experience in the finance industry.

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