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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Smart Portfolio LLC
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|---|---|
| CRD # | 324633 |
| SEC # | 801-127212 |
| CIK # | |
| AUM | $35.0 M (2025-05-28) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 858-898-8000 |
| Address | 2108 N St Sacramento, CA 95816 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.2 |
| (b) Individuals (high net worth individuals) | 9 | 0.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 46 | 32.2 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 1.7 |
| (n) Other | 0 | 0.0 |
| Total | 60 | 35.0 |
| By Discretionary | ||
| Discretionary | 60 | 35.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 60 | 35.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 35.0 | |
| Total | 60 | 35.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Amidon & Petersen Financials LLC
✚
|
0.0 | |
|
Stone Ridge Advisors LLC
✚
|
0.0 | |
|
Winthrop Partners - WPA LLC
✚
|
NY | 0.0 |
|
Clarivor LLC
✚
|
NY | 0.0 |
|
Alveo Wealth Management LLC
✚
|
0.0 | |
|
Purevest LLC
✚
|
NY | 0.0 |
|
Channel Investment Partners LLC
✚
|
0.0 | |
|
American Northwest Advisory Services LLC
✚
|
WA | 0.0 |
|
Gam24 LLC
✚
|
0.0 | |
|
Phase Line Capital LLC
✚
|
GA | 0.0 |