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SMART PORTFOLIO

Tel: 858-898-8000
2108 N. St.
Suite N
Sacramento, California  95816

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SMART PORTFOLIO

SMART PORTFOLIO is a Sacramento, California based financial advisory firm with nearly $27,982,000 in assets under management and provides investment advisory services for 60 clients. There are currently 2 financial advisors at the firm.

General Information

Advisory Services Provided:

Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Selection for other advisors

Fee Structure:

A percentage of AUM

Firm CRD#:

324633

SEC#:

801-127212

No. of Clients:

60

Assets under Management

$27,982,000

No. of Advisors:

2

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