SmartX Advisory Solutions LLC

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Assets, Funds, Holdings

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SmartX Advisory Solutions LLC
CRD #297680
SEC #801-113795
CIK #0001764274
AUM $22.9 BB (2024-05-29)
Employees 91 (2% Investors, 5% Brokers)
Phone561-835-8690
Address105 S Narcissus Avenue
West Palm Beach, FL 33401
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($BB)
25201510502009201420192025
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
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