Falists
← Back to search

BUNKER

SMARTADVISOR LLC

CRD 319690 · SEC 801-125996

Visit website

201 SPEAR STREET, SUITE 1100, SAN FRANCISCO, CA, 94105, United States

Phone

+ 1 510 738 3310

Fax

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$29.2M

Discretionary AUM

$29.2M

Team

8 total employees; 2 advisory reps

Clients

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-19

Disciplinary history

No

Services

Portfolio management (individuals)

Client types

TypeClientsAUM
Individuals132$9.6M
High net worth individuals6$19.6M

All web addresses on file

Official SEC filing: View on IAPD