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STREET SMART FINANCIAL, LLC
CRD 146422
21 WORTHEN RD, SUITE 1-2B, LEXINGTON, MA, 02421, United States
Phone
781-860-7878
Fax
781-860-7773
Registration
— (—)
Source
State registered
Total AUM
$58.0M
Discretionary AUM
$57.0M
Team
2 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-16
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 59 | $58.0M |
All web addresses on file
Official SEC filing: View on IAPD