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SMART MONEY FINANCIAL ADVISORS, LLC
CRD 306937
12900 HALL RD. STE. 250, STERLING HEIGHTS, MI, 48313, United States
Phone
586-262-6400
Fax
586-884-044
Registration
— (—)
Source
State registered
Total AUM
$80.2M
Discretionary AUM
$80.2M
Team
3 total employees; 1 advisory reps; 20 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-13
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 122 | $31.1M |
| High net worth individuals | 23 | $49.1M |
All web addresses on file
Official SEC filing: View on IAPD