| Name | Title | Ownership | Since |
|---|---|---|---|
| Brian Bourque | Chief Marketing Officer | Under 5% | 2025 |
| David Kevin Jones Control | Chief Financial Officer | Under 5% | 2022 |
| Financial Insight Technology, Inc. Control | Parent Company | Over 75% | 2020 |
Smartasset Advisors LLC reports 212 employees.
Smartasset Advisors LLC is based in New York, NY and has been SEC-registered since 2020.
Smartasset Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 122 East 42nd St, Suite 4300, New York, NY 10168 |
| Phone | 646-360-0802 |
| Office hours | 9:00a.m. To 8:00p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |