← Back to searchVisit website
SMART INVESTMENTS ADVISORY INCORPORATED
CRD 107778 · SEC 801-63265
1849 W. REDLANDS BLVD., SUITE 104, REDLANDS, CA, 92373-3127, United States
Phone
909-335-8565
Fax
909-335-8573
Registration
— (—)
Source
State registered
Total AUM
$82.0M
Discretionary AUM
$82.0M
Team
3 total employees; 3 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2026-04-06
Disciplinary history
Yes
Services
Portfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 210 | $82.0M |
All web addresses on file
Official SEC filing: View on IAPD