SMARTX ADVISORY SOLUTIONS
Total AUM
$504.5M
Employees
2Clients
1,239Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
105 S. NARCISSUS AVENUE
SUITE 701
WEST PALM BEACH
FL 33401
United States
SUITE 701
WEST PALM BEACH
FL 33401
United States
Operating Hours
8:30AM - 5:30PM
Monday - Friday
Monday - Friday
Phone
561-835-8690
Financials
Total AUM
$504.5M
Accounts
1,239Discretionary
$504.5M
Accounts
1,239Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
904AUM
$170.1M
HNW Individual Clients
321AUM
$325.8M
Corporation or Business Clients
9AUM
$1.9M
Other Clients
5AUM
$6.6M
Description of Other Clients
FUNDS
Services
Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio Management
Compensation Types
Charges Percentage AUM
Compliance
Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation Finding
State Registrations
FL
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.