Smart Investor, LLC
Smart Investor, LLC (CRD# 116587) is a financial advisory firm headquartered in Roseville, CA. They manage $682,741,798 in 1,058 accounts and serve the financial needs of clients across 7 states (or territories).
Current Firm Details
By the Numbers
Total Assets Under Management683MILLION
Total Number of Accounts1,058ACCOUNTS
Average Account Value$645,314
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered Investment Advisor
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, NC, NE, NV, OR, TX, WA
Financial Advisors at Smart Investor, LLC
No Advisor Found.
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