⚲
|
SmartX Advisory Solutions LLC
✚
| |
---|---|
CRD # | 297680 |
SEC # | 801-113795 |
CIK # | 0001764274 |
AUM | $22.9 BB (2024-05-29) |
Employees | 91 (2% Investors, 5% Brokers) |
Phone | 561-835-8690 |
Address | 105 S Narcissus Avenue West Palm Beach, FL 33401 |
Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
Total AUM ($BB) |
---|
AUM Breakdown | Accounts | AUM ($BB) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 0 | 0.0 |
(b) Individuals (high net worth individuals) | 0 | 0.0 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 0 | 0.0 |
(h) Charitable organizations | 0 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 60 | 22.9 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 60 | 22.9 |
By Discretionary | ||
Discretionary | 60 | 22.9 |
Non-Discretionary | 0 | 0.0 |
Total | 60 | 22.9 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 22.9 | |
Total | 60 | 22.9 |
Related Firms | State | AUM ($BB) |
---|---|---|
SmartX Advisory Solutions LLC
✚
|
FL | 22.9 |
HedgeCoVest LLC
✚
|
FL | 0.0 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Sustainable Growth Advisers LP
✚
|
CT | 23.9 |
PNC Investments LLC
✚
|
PA | 23.9 |
IEQ Capital LLC
✚
|
CA | 23.6 |
Highland Associates Inc
✚
|
AL | 23.6 |
Asset Allocation & Management Company LLC
✚
|
IL | 23.0 |
Davis Selected Advisers LP
✚
|
AZ | 22.9 |
Sage Advisory Services Ltd Co
✚
|
TX | 22.7 |
Templeton Global Advisors Limited
✚
|
22.3 | |
Brandes Investment Partners LP
✚
|
CA | 22.2 |
AMG Funds LLC
✚
|
CT | 21.2 |