Smart Portfolio

Smart Portfolio (CRD# 324633) is a financial advisory firm headquartered in Sacramento, CA. They manage $27,982,000 in 60 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
2108 N. St., Suite N, Sacramento, CA 95816
https://www.smrtportfolio.com
By the Numbers
  • Total Assets Under Management
    28
    MILLION
  • Total Number of Accounts
    60
    ACCOUNTS
  • Average Account Value
    $466,367
Compensation Options
  • A percentage of assets under your management
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
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Smart Portfolio
Showing 1 - 1 of 1 top financial advisors.
1
Aleksandr Dyo, financial advisor Sacramento CA
Aleksandr R. Dyo
CRD#: 4660824
2108 N St., Suite N, Sacramento, CA 95816

Aleksandr Dyo (CRD# 4660824) is an Investment Advisor Representative working at Smart Portfolio in Sacramento, CA and has over 20 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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