SMART FINANCIAL ADVISORS, LLC
SMART FINANCIAL ADVISORS, LLC of DEVON, PA is an SEC-registered investment adviser (CRD 118006). Regulatory assets under management: $111.9M.
Registration
- CRD: 118006
- SEC file number: 801-60886
- Type: Registered investment adviser
- Location: 80 LANCASTER AVENUE, SUITE 100, DEVON, PA, 19333
- Phone: 610-254-0700
- Latest filing: 2006-06-27
- Regulatory AUM: $111.9M
- Non-discretionary AUM: $111.9M
- Clients: 11
- Accounts: 611
Officers, owners & control persons (3)
| Name | Role | Location |
|---|
| QUINLAN JAMES PHILLIP | PRESIDENT | — |
| SMART JAMES J | PARTNER | — |
| BELVILLE ADRIENNE MARIA | CHIEF COMPLIANCE OFFICER; COMPLIANCE OFFICER | — |
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