Smart Financial Advisors LLC

-

Assets, Funds, Holdings

Home | Sign Up | Log In
Portfolios
Track firms over time with portfolios. Click on the
to add to a portfolio.
List of Funds
Asset Managers in Boston
PE Firms in Boston
Hedge Funds in Boston
CalPERS Portfolio
NYSCRF Portfolio
MD SRPS Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
CAFR Data
Smart Financial Advisors LLC
CRD #118006
SEC #801-60886
CIK #
AUM $111.9 MM (0% Disc, 100% US, 2006-06-27)
Employees0 (0% Investors, 0% Brokers)
Phone610-254-0700
Address92 West Lancaster Avenue
Devon, PA 19333
Source [IAPD] [Website]
Total AUM ($MM)
1159269462302000200520102016
Comparable Firms State AUM ($BB)
Account Management LLC
MA 0.1
SICA Wealth Management LLC
NJ 0.1
Wildermuth Asset Management LLC
GA 0.1
CBNY Investment Services Corp
NY 0.1
Tranquilli Financial Advisor LLC
NJ 0.1
Eurocapital Advisors Inc
FL 0.1
NSB Advisors LLC
NY 0.1
Peak Wealth Management LLC
NH 0.1
Sheets Smith Investment Management LLC
NC 0.1
Dougherty Wealth Advisers LLC
MN 0.1
Terms of Service | Privacy Policy | User Guide
tony@aum13f.com