SMART PORTFOLIO
Tel: 858-898-8000 2108 N. St. Suite N Sacramento, California 95816
About SMART PORTFOLIO
SMART PORTFOLIO is a Sacramento, California based financial advisory firm with nearly $27,982,000 in assets under management and provides investment advisory services for 60 clients. There are currently 2 financial advisors at the firm.
General Information
Firm CRD#:
324633
Firm SEC#:
801-127212
Assets Under Management:
$27,982,000
No. of Clients:
60
Advisory Services Provided:
Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection for other advisors
Find & Compare Top Financial Advisors in your area
A better way to find the right financial advisor
Are you a Financial Advisor in California?
Active investors submitted requests in your area.
Do you qualify to be in our network and get matched?
