Smart Investments Advisory Incorporated

Smart Investments Advisory Incorporated (CRD# 107778) is a financial advisory firm headquartered in Redlands, CA. They manage $28,940,604 in 128 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    29
    MILLION
  • Total Number of Accounts
    128
    ACCOUNTS
  • Average Account Value
    $226,098
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Smart Investments Advisory Incorporated
Showing 1 - 5 of 5 top financial advisors.
1
Alicia C. Arciniega
CRD#: 4942070
1849 W. Redlands Blvd., Suite 104, Redlands, CA 92373
93
Wealthminder
score

Alicia Arciniega (CRD# 4942070) is an Investment Advisor Representative working at Smart Investments Advisory Incorporated in Redlands, CA and has over 7 years of experience in the finance industry.

2
Roy E. Bennett
CRD#: 2857389
205 E State Street, Redlands, CA 92373
93
Wealthminder
score

Roy Bennett (CRD# 2857389) is an Investment Advisor Representative working at Smart Investments Advisory Incorporated in Redlands, CA and has over 19 years of experience in the finance industry.

3
Linda M. Smith
CRD#: 2378821
1849 W. Redlands Blvd., Suite 104, Redlands, CA 92373
93
Wealthminder
score

Linda Smith (CRD# 2378821) is an Investment Advisor Representative working at Smart Investments Advisory Incorporated in Redlands, CA and has over 22 years of experience in the finance industry.

4
Jeffrey W. Spencer
CRD#: 2700762
205 E State Street, Redlands, CA 92373
93
Wealthminder
score

Jeffrey Spencer (CRD# 2700762) is an Investment Advisor Representative working at Smart Investments Advisory Incorporated in Redlands, CA and has over 20 years of experience in the finance industry.

5
Barrick A. Smart
CRD#: 829239
205 E. State Street, Redlands, CA 92373
63
Wealthminder
score

Barrick Smart (CRD# 829239) is an Investment Advisor Representative working at Smart Investments Advisory Incorporated in Redlands, CA and has over 26 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.