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SMART PORTFOLIO
SMART PORTFOLIO LLC
CRD 324633 · SEC 801-127212
3230 E. IMPERIAL HIGHWAY, SUITE 300, BREA, CA, 92821, United States
Phone
858-898-8000
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$44.1M
Discretionary AUM
$44.1M
Team
2 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-02-25
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 9 | $1.1M |
| Pension/profit sharing plans | 50 | $41.0M |
All web addresses on file
Official SEC filing: View on IAPD