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SMART INVESTOR, LLC
ROSEVILLE, CA
916-773-5217
SEC #801-61937Total AUM
$682.7M
Employees
18Clients
570Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
2130 PROFESSIONAL DRIVE
SUITE 190
ROSEVILLE
CA 95661
United States
SUITE 190
ROSEVILLE
CA 95661
United States
Operating Hours
8:00AM - 5:00PM
Monday - Friday
Monday - Friday
Phone
916-773-5217
Other Offices
5
Financials
Total AUM
$682.7M
Accounts
1,058Discretionary
$682.7M
Accounts
1,058Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
428AUM
$126.6M
HNW Individual Clients
103AUM
$308.7M
Pension/Profit Sharing Plan Clients
29AUM
$144.6M
Charitable Organization Clients
10AUM
$102.8M
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
CANCNENVORTXWA
Affiliates
Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.