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SMARTX ADVISORY SOLUTIONS

SMARTX ADVISORY SOLUTIONS

Tel: 561-835-8690 105 S. Narcissus Avenue Suite 701 West Palm Beach, Florida 33401

About SMARTX ADVISORY SOLUTIONS

SMARTX ADVISORY SOLUTIONS is a West Palm Beach, Florida based financial advisory firm with nearly $22,914,329,456 in assets under management and provides investment advisory services for 60 clients. There are currently 91 financial advisors at the firm.

General Information
Firm CRD#:

297680

Firm SEC#:

801-113795

Assets Under Management:

$22,914,329,456

No. of Clients:

60

No. of Advisors:

91

Advisory Services Provided:

Portfolio management for individuals and/or small businesses
Selection for other advisors

Fee Structure:

A percentage of AUM, Subscription fees, Fixed fees, Other (OCIO SERVICES)

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