Smart Investments Advisory Incorporated

Smart Investments Advisory Incorporated (CRD# 107778) is a financial advisory firm headquartered in Redlands, CA. They manage $70,000,000 in 170 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
1849 W. Redlands Blvd., Suite 104, Redlands, CA 92373
http://www.smart-advisory.com
By the Numbers
  • Total Assets Under Management
    70
    MILLION
  • Total Number of Accounts
    170
    ACCOUNTS
  • Average Account Value
    $411,765
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 - 2 of 2 top financial advisors.
1
Alicia Arciniega, financial advisor Redlands CA
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 14 years of experience in the finance industry.

2
Barrick Smart, financial advisor Redlands CA
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 33 years of experience in the finance industry.

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