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Smartx Advisory Solutions LLC

● SEC registered since 2018CRD 297680SEC# 801-113795West Palm Beach, FL
Export (members)
Reg. AUM
$26.55B
Employees
94
Accounts
51
Location
West Palm Beach, FL

Smartx Advisory Solutions LLC assets under management

Smartx Advisory Solutions LLC is an SEC-registered investment adviser based in West Palm Beach, FL. The firm has been registered since 2018. It reports $26.5 billion in regulatory assets under management and employs 94 people.
www.linkedin.com/company/smartxadvisoryView on SEC.gov ↗

Smartx Advisory Solutions LLC owners & executives

3 reported
NameTitleOwnershipSince
Jonathan Seth Pincus ControlChief Executive OfficerUnder 5%2023
Louis Michael Milano ControlChief Compliance OfficerUnder 5%2018
Smartx Technology Solutions Inc. ControlShareholderOver 75%2018

Frequently asked questions

How much does Smartx Advisory Solutions LLC manage?

Smartx Advisory Solutions LLC reports $26.5 billion in regulatory assets under management on its Form ADV.

How many employees does Smartx Advisory Solutions LLC have?

Smartx Advisory Solutions LLC reports 94 employees.

Where is Smartx Advisory Solutions LLC located?

Smartx Advisory Solutions LLC is based in West Palm Beach, FL and has been SEC-registered since 2018.

Does Smartx Advisory Solutions LLC disclose fund performance?

Smartx Advisory Solutions LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address105 S. Narcissus Avenue, Suite 701, West Palm Beach, FL 33401
Phone561-835-8690
Fax561-828-3181
Office hours8:30a.m. - 5:30p.m.
SEC regionMiami Regional Office (MIRO)
CIK1764274
Discloses disciplinary historyNo

Assets under management

Discretionary$26.55B
Non-discretionary$0
Total (RAUM)$26.55B