SMART INVESTMENTS ADVISORY INCORPORATED of REDLANDS, CA is an SEC-registered investment adviser (CRD 107778). Regulatory assets under management: $82.0M. This firm reports disciplinary history on Form ADV.
Compensation: % of AUM, Hourly.
Clients served: High net worth, Pooled vehicles, Charities.
| Name | Role | Location |
|---|---|---|
| SMITH JAMES RICHARD | CHIEF COMPLIANCE OFFICER | — |
| SMITH JANE MARIE | SECRETARY | — |
| SMART BARRICK ALLYN | PRESIDENT; PRESIDENT - CFO; PRESIDENT,CFO, CHIEF COMPLIANCE OFFICER | — |
| SMITH ROBIN ELAINE | SECRETARY | — |
| TODD BLAKE TRAMILL | SENIOR VICE PRESIDENT | — |
| MOSICH NICHOLAS ANTHONY | CEO - CFO | — |
| SPENCER JEFFREY WILLIAM | VICE- PRESIDENT | — |
| ARCINIEGA ALICIA CHRISTINE | INVESTMENT ADVISOR-ADMINISTRATIVE ASSISTANT | — |
| HAUGEN JON ERIC | CHIEF COMPLIANCE OFFICER | — |