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SMARTX ADVISORY SOLUTIONS
SMARTX ADVISORY SOLUTIONS LLC
CRD 297680 · SEC 801-113795
105 S. NARCISSUS AVENUE, SUITE 701, WEST PALM BEACH, FL, 33401, United States
Phone
561-835-8690
Fax
561-828-3181
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$26.99B
Discretionary AUM
$26.99B
Team
96 total employees; 2 advisory reps
Clients
—
Fees
Percentage of AUM; OCIO SERVICES
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Portfolio management (individuals)Selection of other advisersOCIO SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Other investment advisers | 61 | $26.99B |
States served
FL
All web addresses on file
Official SEC filing: View on IAPD