Smart Investments Advisory Incorporated
Smart Investments Advisory Incorporated (CRD# 107778) is a financial advisory firm headquartered in Redlands, CA. They manage $75,000,000 in 200 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Smart Investments Advisory Incorporated
By the Numbers
-
Total Assets Under Management75MILLION
-
Total Number of Accounts200ACCOUNTS
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Average Account Value$375,000
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Smart Investments Advisory Incorporated
1
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 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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