SMART PORTFOLIO of BREA, CA is an SEC-registered investment adviser (CRD 324633). Regulatory assets under management: $44.1M.
Compensation: % of AUM.
Clients served: High net worth, Pooled vehicles, Charities.
| Name | Role | Location |
|---|---|---|
| Aleksandr Revmirovich Dyo | MANAGER AND CCO; OWNER | — |
| Aleksandr Revmirovich Dyo | MANAGER AND CCO | — |
| DYO ALEKSANDR REVMIROVICH | MANAGER AND CCO; OWNER | — |
| Initiated | Type | Allegations | Status | Amount |
|---|---|---|---|---|
| — | civil | — | — | — |