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Building 2SMARTLEAF ASSET MANAGEMENT LLC

Map pinBOSTON, MA
Phone857-366-9340
NotebookSEC #801-80910
Total AUM
$6.9B
Employees
18
Clients
26

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
ONE BOWDOIN SQUARE
SUITE 1000, 10TH FLOOR
BOSTON
MA 02114
United States
Operating Hours
9AM TO 5PM
Monday - Friday
Phone
857-366-9340

ReceiptFinancials

Total AUM
$6.9B
Accounts
18,475
Discretionary
$6.9B
Accounts
18,475
Non-Discretionary
$0
Accounts
0

ContactClients

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Investment Advisor Clients
25
AUM
$6.9B
Other Clients
1
AUM
$104.8K
Description of Other Clients
HOUSE ACCOUNT

Briefcase businessServices

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Services Offered
Institutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
MAPATX

HandshakeAffiliates

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

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