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
No. of Advisors:
2
Advisory Services Provided:
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors
Fee Structure:
A percentage of AUM
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