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).
Total Assets Under Management1MILLION
Total Number of Accounts4ACCOUNTS
Average Account Value$132,854
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
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.