Invest Smart Usa, Inc.
Invest Smart Usa, Inc. (CRD# 168135) is a financial advisory firm headquartered in Scottsdale, AZ. They manage $34,251,954 in 205 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management34MILLION
-
Total Number of Accounts205ACCOUNTS
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Average Account Value$167,083
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AZ, TX
Financial Advisors at Invest Smart Usa, Inc.
1
Odell Berry (CRD# 1058895) is an Investment Advisor Representative working at Invest Smart Usa, Inc. in Scottsdale, AZ and has over 17 years of experience in the finance industry.
2
Robert Stock (CRD# 6602536) is an Investment Advisor Representative working at Invest Smart Usa, Inc. in Scottsdale, AZ and has over 8 years of experience in the finance industry.
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