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SMARTLEAF ASSET MANAGEMENT LLC
CRD 172273 · SEC 801-80910
ONE BOWDOIN SQUARE, SUITE 1000, 10TH FLOOR, BOSTON, MA, 02114, United States
Phone
857-366-9340
Fax
617-491-5556
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$6.85B
Discretionary AUM
$6.85B
Team
18 total employees; 4 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-18
Disciplinary history
No
Services
Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Other investment advisers | 25 | $6.85B |
States served
MA, PA, TX
All web addresses on file
Official SEC filing: View on IAPD