RIA Intel›Advisers›Florida›SMAART LLC

SMAART LLC

Advisory

HIALEAH, FL

Data as of Nov 9, 2022 · Source: SEC Form ADV

Rank in FL

#2,589

of 2,610 advisers by AUM

Average account

$9K

across 9 accounts

AUM per adviser

$85K

1 advisers

Source: SEC Form ADV. Figures as filed Nov 9, 2022.

Total AUM

$85K

1-Year AUM Growth

—

3-Year CAGR

—

Employees

4

Assets Under Management

Total AUM$85K

Discretionary AUM$85K

Non-Discretionary AUM$0

Discretionary %100%

Total Clients9

Team

Total Employees4

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InFL

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

9 clients

The full client-type breakdown and the share of AUM each category represents.

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Closest by assets under management. All figures from Form ADV.

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