Smart401k, LLC
Smart401k, LLC (CRD# 129208) is a financial advisory firm headquartered in Overland Park, KS. They manage $38,907,293 in 13,800 accounts and serve the financial needs of clients across 50 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management39MILLION
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Total Number of Accounts13,800ACCOUNTS
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Average Account Value$2,819
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
Financial Advisors at Smart401k, LLC
No Advisor Found.
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