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Building 2SMART FINANCIAL ADVISORS, LLC

Map pinDEVON, PA
Phone610-254-0700
NotebookSEC #801-60886
Total AUM
$111.9M
Employees
31
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
80 LANCASTER AVENUE
SUITE 100
DEVON
PA 19333
USA
Operating Hours
8:30 - 5:30
Monday - Friday
Phone
610-254-0700

ReceiptFinancials

Total AUM
$111.9M
Accounts
611
Discretionary
$0
Accounts
0
Non-Discretionary
$111.9M
Accounts
611

ContactClients

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None reported

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
COFLILINMDNHNJPATX

HandshakeAffiliates

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

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