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A Smarter Way to Invest, Inc.

● SEC registered since 2017CRD 166170SEC# 801-110895Brighton, MI
Export (members)
Reg. AUM
$112.2M
Employees
8
Accounts
770
Location
Brighton, MI

A Smarter Way to Invest, Inc. assets under management

A Smarter Way to Invest, Inc. operates as an SEC-registered investment adviser based in Brighton, MI. The firm has been registered since 2017. It reports $112.2 million in regulatory assets under management and employs 8 people.
www.asmarterwaytoinvest.comView on SEC.gov ↗

A Smarter Way to Invest, Inc. owners & executives

2 reported
NameTitleOwnershipSince
Nathan D MeyerDirector Of Compliance & OperationsUnder 5%2024
Ronald John Briggs ControlFounder, Chief Executive Officer, & CcoOver 75%2012

Frequently asked questions

How much does A Smarter Way to Invest, Inc. manage?

A Smarter Way to Invest, Inc. reports $112.2 million in regulatory assets under management on its Form ADV.

How many employees does A Smarter Way to Invest, Inc. have?

A Smarter Way to Invest, Inc. reports 8 employees.

Where is A Smarter Way to Invest, Inc. located?

A Smarter Way to Invest, Inc. is based in Brighton, MI and has been SEC-registered since 2017.

Does A Smarter Way to Invest, Inc. disclose fund performance?

A Smarter Way to Invest, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1024 E. Grand River Ave, Suite B, Brighton, MI 48116
Phone810-588-6178
Fax810-227-2558
Office hours9a.m. - 5p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$111.9M
Non-discretionary$279K
Total (RAUM)$112.2M