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Building 2SMARTX ADVISORY SOLUTIONS

Map pinWEST PALM BEACH, FL
Phone561-835-8690
NotebookSEC #801-110681
Total AUM
$504.5M
Employees
2
Clients
1,239

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
105 S. NARCISSUS AVENUE
SUITE 701
WEST PALM BEACH
FL 33401
United States
Operating Hours
8:30AM - 5:30PM
Monday - Friday
Phone
561-835-8690

ReceiptFinancials

Total AUM
$504.5M
Accounts
1,239
Discretionary
$504.5M
Accounts
1,239
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
904
AUM
$170.1M
HNW Individual Clients
321
AUM
$325.8M
Corporation or Business Clients
9
AUM
$1.9M
Other Clients
5
AUM
$6.6M
Description of Other Clients
FUNDS

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation Finding
State Registrations
FL

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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