Smart Portfolio Management, LLC
Smart Portfolio Management, LLC (CRD# 143330) is a financial advisory firm headquartered in Phoenix, AZ. They manage $531,415 in 4 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management1MILLION
-
Total Number of Accounts4ACCOUNTS
-
Average Account Value$132,854
Compensation Options
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
Types of Clients
Registered States

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.
AZ
Financial Advisors at Smart Portfolio Management, LLC
1
Jeffrey Carter (CRD# 2238297) is an Investment Advisor Representative working at Smart Portfolio Management, LLC in Phoenix, AZ and has over 11 years of experience in the finance industry.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.