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
2633 E Indian School Road, Ste 410, Phoenix, AZ 85016
http://www.smartportfoliomanagement.com
By the Numbers
  • Total Assets Under Management
    1
    MILLION
  • Total Number of Accounts
    4
    ACCOUNTS
  • 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
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
Showing 1 - 1 of 1 top financial advisors.
1
Jeffrey Carter, financial advisor Phoenix AZ
Jeffrey D. Carter
CRD#: 2238297
2633 E Indian School Road, Ste 410, Phoenix, AZ 85016
93
Wealthminder
score

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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