Smartx Advisory Solutions
Smartx Advisory Solutions (CRD# 297680) is a financial advisory firm headquartered in West Palm Beach, FL. They manage $22,914,329,456 in 60 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management22,914MILLION
-
Total Number of Accounts60ACCOUNTS
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Average Account Value$381,905,491
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL, HI
Financial Advisors at Smartx Advisory Solutions
1
Louis Milano (CRD# 842064) is an Investment Advisor Representative working at Smartx Advisory Solutions in West Palm Beach, FL and has over 8 years of experience in the finance industry.
2
Alexander Thompson (CRD# 5741109) is an Investment Advisor Representative working at Smartx Advisory Solutions in West Palm Beach, FL and has over 14 years of experience in the finance industry.
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