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⚲
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| A Smarter Way to Invest Inc
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|
|---|---|
| CRD # | 166170 |
| SEC # | 801-110895 |
| CIK # | |
| AUM | $150.0 M (2026-03-17) |
| Employees | 7 (57% Investors, 0% Brokers) |
| Phone | 810-588-6178 |
| Address | 1024 E Grand River Ave Brighton, MI 48116 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 150.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 837 | 150.0 |
| By Discretionary | ||
| Discretionary | 837 | 150.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 837 | 150.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 150.0 | |
| Total | 837 | 150.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Auerbach Investment Services LLC
✚
|
PA | 0.2 |
|
ICOM Advisors LLC
✚
|
0.2 | |
|
191 Godwin Associates Inc D/B/A Godwin Capital Management
✚
|
NJ | 0.2 |
|
Intentional Retirement LLC
✚
|
NE | 0.2 |
|
Union Capital Company
✚
|
AZ | 0.1 |
|
Parrish Capital LLC
✚
|
GA | 0.1 |
|
Schneider Meredith Hall
✚
|
0.1 | |
|
Portfolio Design Services LLC
✚
|
WI | 0.1 |
|
Allstreet Financial LLC
✚
|
PA | 0.1 |
|
Second Summit Wealth Management LLC
✚
|
0.1 |