1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2SMARTX ADVISORY SOLUTIONS

Map pinWEST PALM BEACH, FL
Phone561-835-8690
NotebookSEC #801-113795
Total AUM
$27B
Employees
96
Clients
61

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
$27B
Accounts
61
Discretionary
$27B
Accounts
61
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Investment Advisor Clients
61
AUM
$27B

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementOther Services
Other Services
OCIO SERVICES
Compensation Types
Charges Other FeeCharges Percentage AUM
Other Compensation
OCIO SERVICES

Shield checkCompliance

Disclosures

None reported

State Registrations
FL

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account