|
⚲
|
| Smartadvisor LLC
✚
| |
|---|---|
| CRD # | 319690 |
| SEC # | 801-125996 |
| CIK # | |
| AUM | $8.0 MM (2024-05-17) |
| Employees | 13 (23% Investors, 0% Brokers) |
| Phone | 510-738-3310 |
| Address | 201 Spear Street San Francisco, CA 94105 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 43 | 2.5 |
| (b) Individuals (high net worth individuals) | 0 | 5.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 46 | 8.0 |
| By Discretionary | ||
| Discretionary | 46 | 8.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 46 | 8.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 8.0 | |
| United States Persons | 0.0 | |
| Total | 46 | 8.0 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Directional Financial Services LLC
✚
|
WA | 0.0 |
|
EarlyBird Central Inc
✚
|
NY | 0.0 |
|
Tinderwealth LLC
✚
|
CA | 0.0 |
|
Port Capital Management LLC
✚
|
NY | 0.0 |
|
Parco Wealth Management LLC
✚
|
DC | 0.0 |
|
Agustoni Emanuele Guiseppe
✚
|
0.0 | |
|
Overseas Capital Management LLC
✚
|
0.0 | |
|
Quantbase LLC
✚
|
NY | 0.0 |
|
Avenue Global Advisors LLC
✚
|
FL | 0.0 |
|
Northfront Financial USA Inc
✚
|
0.0 |