Overview
Assets Under Management: $709 million
Headquarters: WEST PALM BEACH, FL
High-Net-Worth Clients: 321
Average Client Assets: $1.0 million
Frequently Asked Questions
SMARTX ADVISORY SOLUTIONS is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #167966), SMARTX ADVISORY SOLUTIONS is subject to fiduciary duty under federal law.
SMARTX ADVISORY SOLUTIONS is headquartered in WEST PALM BEACH, FL.
SMARTX ADVISORY SOLUTIONS serves 321 high-net-worth clients according to their SEC filing dated August 23, 2018. View client details ↓
According to their SEC Form ADV, SMARTX ADVISORY SOLUTIONS offers portfolio management for individuals and selection of other advisors. View all service details ↓
SMARTX ADVISORY SOLUTIONS manages $709 million in client assets according to their SEC filing dated August 23, 2018.
According to their SEC Form ADV, SMARTX ADVISORY SOLUTIONS serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 321
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 45.96%
Average Client Assets: $1.0 million
Total Client Accounts: 2,035
Discretionary Accounts: 2,035
Regulatory Filings
CRD Number: 167966
Filing ID: 1236427
Last Filing Date: 2018-08-23 10:40:00