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Building 2SMART MONEY GROUP, LLC

Map pinEASTLAND, TX
Phone254-629-3866
NotebookSEC #801-107979
Total AUM
$424.3M
Employees
24
Clients
571

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
106 SOUTH SEAMAN
EASTLAND
TX 76448
United States
Operating Hours
8PM TO 5PM
Monday - Friday
Phone
254-629-3866
Other Offices
1

ReceiptFinancials

Total AUM
$424.3M
Accounts
1,570
Discretionary
$424.3M
Accounts
1,570
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
403
AUM
$42.6M
HNW Individual Clients
153
AUM
$181.7M
Investment Company Clients
1
AUM
$197.4M
Charitable Organization Clients
2
AUM
$160.4K
Corporation or Business Clients
12
AUM
$2.4M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionCompany Portfolio ManagementEducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOMTNMOKTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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