Smartx Advisory Solutions

Smartx Advisory Solutions (CRD# 297680) is a financial advisory firm headquartered in West Palm Beach, FL. They manage $22,914,329,456 in 60 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
105 S. Narcissus Avenue, Suite 701, West Palm Beach, FL 33401
https://www.linkedin.com/company/smartxadvisory/
By the Numbers
  • Total Assets Under Management
    22,914
    MILLION
  • Total Number of Accounts
    60
    ACCOUNTS
  • Average Account Value
    $381,905,491
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • 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.

FL, HI

Financial Advisors at Smartx Advisory Solutions
Showing 1 - 2 of 2 top financial advisors.
1
Louis Milano, financial advisor West Palm Beach FL
Louis M. Milano
CRD#: 842064
105 S. Narcissus Avenue, Suite 701, West Palm Beach, FL 33401

Louis Milano (CRD# 842064) is an Investment Advisor Representative working at Smartx Advisory Solutions in West Palm Beach, FL and has over 8 years of experience in the finance industry.

2
Alexander Thompson, financial advisor West Palm Beach FL
Alexander R. Thompson
CRD#: 5741109
105 S. Narcissus Avenue, Suite 701, West Palm Beach, FL 33401

Alexander Thompson (CRD# 5741109) is an Investment Advisor Representative working at Smartx Advisory Solutions in West Palm Beach, FL and has over 14 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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