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Building 2SMARTX ADVISORY SOLUTIONS

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

Firm filings submitted to the SEC

ADV Part 1ADV Part 2ADV Part 3ADV-W
ADV Part 1 is a core regulatory form containing information about the firm’s advisory business, employees, clients, and other business activities.

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