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A SMARTER WAY TO INVEST
A SMARTER WAY TO INVEST, INC.
CRD 166170 · SEC 801-110895
1024 E. GRAND RIVER AVE, SUITE B, BRIGHTON, MI, 48116, United States
Phone
810-588-6178
Fax
810-227-2558
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$150.0M
Discretionary AUM
$150.0M
Team
7 total employees; 4 advisory reps
Clients
0
Fees
Percentage of AUM; SIGNAL PROVIDER
Org form
Corporation
Filing date
2026-03-17
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)SIGNAL PROVIDER
States served
CO, MI, FL
All web addresses on file
Official SEC filing: View on IAPD